Forum Financial Management, LP

Position in ALL — Allstate Corp

CIK 1911832 LOMBARD, IL

Position in ALL

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,568,800

+$213,211 QoQ

Shares Held

10,796

-5.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#489

of 1,742 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forum Financial Management, LP holds $3,726,437 across 3 Insurance - Property & Casualty names. ALL ranks #1 (68.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	10,796	$2,568,800
2	CB	Chubb Ltd	2,105	$717,257
3	TRV	Travelers Companies, Inc.	1,334	$440,380

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,568,800	10,796	-5.0%	Shares	Sole	2026-07-23
2026-03-31	$2,355,589	11,361	-30.4%	Shares	Sole	2026-04-23
2025-12-31	$3,396,383	16,317	-23.0%	Shares	Sole	2026-01-27
2025-09-30	$4,549,506	21,195	+4.6%	Shares	Sole	2025-10-24
2025-06-30	$4,077,936	20,257	+14.1%	Shares	Sole	2025-07-30
2025-03-31	$3,676,113	17,753	+83.4%	Shares	Sole	2025-05-02
2024-09-30	$1,835,622	9,679	+1.4%	Shares	Sole	2024-10-29
2024-06-30	$1,524,433	9,548	-0.4%	Shares	Sole	2024-07-30
2024-03-31	$1,658,992	9,589	+3.3%	Shares	Sole	2024-05-09
2023-12-31	$1,299,854	9,286	-5.7%	Shares	Sole	2024-02-07
2023-09-30	$1,097,611	9,852	+3.1%	Shares	Sole	2023-11-06
2023-06-30	$1,041,877	9,555	+4.7%	Shares	Sole	2023-07-26
2023-03-31	$1,011,473	9,128	-1.1%	Shares	Sole	2023-04-19
2022-12-31	$1,252,130	9,234	-2.7%	Shares	Sole	2023-01-24
2022-09-30	$1,181,416	9,487	-0.2%	Shares	Sole	2022-11-07
2022-06-30	$1,204,188	9,502	-0.0%	Shares	Sole	2022-08-15
2022-03-31	$1,316,676	9,506	+4.7%	Shares	Sole	2022-05-16
2021-12-31	$1,068,026	9,078	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.