Heritage Wealth Management, Inc.

Position in ALL — Allstate Corp

CIK 1944755 CINCINNATI, OH

Position in ALL

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$4,346,687

+$531,839 QoQ

Shares Held

18,268

-0.7% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#392

of 1,742 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $15,757,789 across 5 Insurance - Property & Casualty names. ALL ranks #2 (27.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	32,430	$6,004,090
2	ALL	Allstate Corp This page	18,268	$4,346,687
3	CB	Chubb Ltd	12,687	$4,322,968
4	TRV	Travelers Companies, Inc.	2,330	$769,179
5	AFG	American Financial Group Inc	2,250	$314,865

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,346,687	18,268	-0.7%	Shares	Sole	2026-07-28
2026-03-31	$3,814,848	18,399	-0.1%	Shares	Sole	2026-04-20
2025-12-31	$3,831,833	18,409	-0.1%	Shares	Sole	2026-01-26
2025-09-30	$3,953,638	18,419	0.0%	Shares	Sole	2025-11-04
2025-06-30	$3,707,928	18,419	-2.1%	Shares	Sole	2025-08-14
2025-03-31	$3,897,057	18,820	-4.5%	Shares	Sole	2025-04-29
2024-12-31	$3,797,963	19,700	-2.1%	Shares	Sole	2025-02-05
2024-09-30	$3,814,620	20,114	-1.3%	Shares	Sole	2024-10-31
2024-06-30	$3,253,551	20,378	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.