Position in ALL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,189
-$7,726 QoQ
Shares Held
5
-88.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,715
of 1,737 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $1,066,567 across 10 Insurance - Property & Casualty names. ALL ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
2,738 | $932,946 | |
| 2 | TRV |
Travelers Companies, Inc.
|
213 | $70,315 | |
| 3 | KNSL |
Kinsale Capital Group, Inc.
|
146 | $48,152 | |
| 4 | PGR |
Progressive Corp/Oh/
|
38 | $8,301 | |
| 5 | TRUP |
Trupanion, Inc.
|
176 | $4,359 | |
| 6 | ALL |
Allstate Corp
This page
|
5 | $1,189 | |
| 7 | CINF |
Cincinnati Financial Corp
|
4 | $740 | |
| 8 | L |
Loews Corp
|
2 | $226 |
All Filings in ALL
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189 | 5 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,915 | 43 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $5,620 | 27 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $5,795 | 27 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,234 | 26 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $5,383 | 26 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,747 | 35 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $6,637 | 35 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,588 | 35 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,055 | 35 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $4,899 | 35 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $4,233 | 38 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $4,579 | 42 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $4,210 | 38 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $3,254 | 24 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,867 | 15 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||