Simplicity Wealth,LLC

Position in ALL — Allstate Corp

CIK 1913243 SUMMIT, NJ

Position in ALL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$790,198

+$548,025 QoQ

Shares Held

3,321

+184.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#829

of 1,742 holders

Holding Since

Mar 2024

6 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. ALL ranks #3 (17.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,018	$1,533,082
2	RLI	Rli Corp	13,447	$794,314
3	ALL	Allstate Corp This page	3,321	$790,198
4	WRB	Berkley W R Corp	8,351	$588,996
5	CB	Chubb Ltd	1,456	$496,117
6	TRV	Travelers Companies, Inc.	1,235	$407,698

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$790,198	3,321	+184.3%	Shares	Sole	2026-08-06
2026-03-31	$242,173	1,168	-9.9%	Shares	Sole	2026-04-30
2025-12-31	$269,762	1,296	+27.6%	Shares	Sole	2026-01-30
2025-09-30	$218,084	1,016	-82.1%	Shares	Sole	2025-10-30
2024-06-30	$904,473	5,665	+3.5%	Shares	Sole	2024-07-10
2024-03-31	$946,710	5,472	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.