Position in ALL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,971,518
+$454,409 QoQ
Shares Held
20,894
-4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.24%
of 13F equity value
Holder Rank
#369
of 1,742 holders
Holding Since
Mar 2025
6 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, 2026LMG Wealth Partners, LLC holds $10,319,432 across 2 Insurance - Property & Casualty names. ALL ranks #2 (48.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
15,695 | $5,347,914 | |
| 2 | ALL |
Allstate Corp
This page
|
20,894 | $4,971,518 |
All Filings in ALL
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,971,518 | 20,894 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,517,109 | 21,786 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,486,256 | 21,553 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $4,626,351 | 21,553 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,331,989 | 21,519 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,460,080 | 21,539 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||