Position in ALL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,709,360
+$226,672 QoQ
Shares Held
7,184
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#597
of 1,742 holders
Holding Since
Dec 2023
8 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, 2026Invera Wealth Advisors, LLC holds $2,784,735 across 2 Insurance - Property & Casualty names. ALL ranks #1 (61.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
7,184 | $1,709,360 | |
| 2 | CB |
Chubb Ltd
|
3,156 | $1,075,375 |
All Filings in ALL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,709,360 | 7,184 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,482,688 | 7,151 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,505,548 | 7,233 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,690,798 | 7,877 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,584,511 | 7,871 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,685,963 | 8,142 | Shares | Sole | 2025-10-29 | |
| 2024-03-31 | $1,912,625 | 11,055 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,548,878 | 11,065 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||