Lodestone Wealth Management LLC

Position in ALL — Allstate Corp

CIK 1950158 SPOKANE, WA

Position in ALL

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$424,722

+$111,846 QoQ

Shares Held

1,785

+18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,051

of 1,742 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Lodestone Wealth Management LLC holds $847,923 across 8 Insurance - Property & Casualty names. ALL ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	1,785	$424,722
2	MKL	Markel Group Inc.	158	$308,575
3	CB	Chubb Ltd	156	$53,155
4	CINF	Cincinnati Financial Corp	152	$28,141
5	AIZ	Assurant, Inc.	42	$11,278
6	TRV	Travelers Companies, Inc.	28	$9,243
7	AFG	American Financial Group Inc	65	$9,096
8	PGR	Progressive Corp/Oh/	17	$3,713

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$424,722	1,785	+18.3%	Shares	Sole	2026-07-24
2026-03-31	$312,876	1,509	+7.4%	Shares	Sole	2026-05-01
2025-12-31	$292,450	1,405	+4.4%	Shares	Sole	2026-01-15
2025-09-30	$288,918	1,346	+8.4%	Shares	Sole	2025-10-24
2025-06-30	$250,027	1,242	+7.8%	Shares	Sole	2025-08-12
2025-03-31	$238,544	1,152	-7.8%	Shares	Sole	2025-04-28
2024-12-31	$240,987	1,250	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$236,303	1,246	-28.3%	Shares	Sole	2024-10-29
2024-06-30	$277,489	1,738	+4.8%	Shares	Sole	2024-07-16
2024-03-31	$286,850	1,658	-2.1%	Shares	Sole	2024-04-30
2023-12-31	$237,126	1,694	—	Shares	Sole	2024-01-25
No filing history on record for this holder in this stock.