Baron Wealth Management LLC

Position in ALL — Allstate Corp

CIK 1968507 TROY, MI

Position in ALL

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$509,429

+$120,045 QoQ

Shares Held

2,141

+14.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#978

of 1,742 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. ALL ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	2,044	$696,472
2	TRV	Travelers Companies, Inc.	1,918	$633,170
3	ALL	Allstate Corp This page	2,141	$509,429
4	WRB	Berkley W R Corp	6,221	$438,767
5	PGR	Progressive Corp/Oh/	1,716	$374,860
6	SIGI	Selective Insurance Group Inc	3,722	$361,071
7	MCY	Mercury General Corp	2,156	$229,872
8	MKL	Markel Group Inc.	105	$205,066

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$509,429	2,141	+14.0%	Shares	Sole	2026-07-07
2026-03-31	$389,384	1,878	+19.3%	Shares	Sole	2026-04-16
2025-12-31	$327,628	1,574	+1.8%	Shares	Sole	2026-01-14
2025-09-30	$331,848	1,546	-30.1%	Shares	Sole	2025-10-20
2025-06-30	$445,297	2,212	+20.5%	Shares	Sole	2025-07-09
2025-03-31	$379,973	1,835	+44.0%	Shares	Sole	2025-05-14
2024-12-31	$245,614	1,274	-3.7%	Shares	Sole	2025-01-23
2024-09-30	$250,906	1,323	+2.6%	Shares	Sole	2024-11-07
2024-06-30	$205,961	1,290	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$228,200	1,319	-10.9%	Shares	Sole	2024-05-08
2023-12-31	$207,170	1,480	—	Shares	Sole	2024-01-04
No filing history on record for this holder in this stock.