Position in ALL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$400,690
+$49,664 QoQ
Shares Held
1,684
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,079
of 1,742 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SageView Advisory Group, LLC holds $5,067,743 across 7 Insurance - Property & Casualty names. ALL ranks #5 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,677 | $1,240,140 | |
| 2 | CB |
Chubb Ltd
|
3,249 | $1,107,064 | |
| 3 | CINF |
Cincinnati Financial Corp
|
4,805 | $889,597 | |
| 4 | ORI |
Old Republic International Corp
|
20,670 | $845,816 | |
| 5 | ALL |
Allstate Corp
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|
1,684 | $400,690 | |
| 6 | TRV |
Travelers Companies, Inc.
|
948 | $312,953 | |
| 7 | AIZ |
Assurant, Inc.
|
1,011 | $271,483 |
All Filings in ALL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,690 | 1,684 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $351,026 | 1,693 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $318,885 | 1,532 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,068 | 1,561 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $286,061 | 1,421 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,044,461 | 5,044 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $1,223,252 | 6,345 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $967,783 | 5,103 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $767,006 | 4,804 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $809,340 | 4,678 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $455,914 | 3,257 | Shares | Sole | 2024-03-06 | |
| No filing history on record for this holder in this stock. | ||||||