Position in ALL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$495,866
+$46,146 QoQ
Shares Held
2,084
-3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#988
of 1,742 holders
Holding Since
Dec 2022
12 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, 2026Cyndeo Wealth Partners, LLC holds $21,388,311 across 7 Insurance - Property & Casualty names. ALL ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
36,922 | $12,580,802 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,423 | $4,101,080 | |
| 3 | PGR |
Progressive Corp/Oh/
|
13,202 | $2,883,976 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
39,677 | $768,543 | |
| 5 | ALL |
Allstate Corp
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|
2,084 | $495,866 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,896 | $351,025 | |
| 7 | MKL |
Markel Group Inc.
|
106 | $207,019 |
All Filings in ALL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $495,866 | 2,084 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $449,720 | 2,169 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $482,075 | 2,316 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $482,103 | 2,246 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $640,165 | 3,180 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $660,346 | 3,189 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $619,627 | 3,214 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $566,484 | 2,987 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $5,903,268 | 36,974 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,816,423 | 33,619 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $4,904,619 | 35,038 | Shares | Sole | 2024-01-12 | |
| 2022-12-31 | $240,961 | 1,777 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||