Compound Planning, Inc.

Position in ALL — Allstate Corp

CIK 1978879 NEW YORK, NY

Position in ALL

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,136,639

+$350,614 QoQ

Shares Held

4,777

+26.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#725

of 1,742 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. ALL ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	5,393	$1,837,610
2	PGR	Progressive Corp/Oh/	7,240	$1,581,577
3	TRV	Travelers Companies, Inc.	4,564	$1,506,667
4	ALL	Allstate Corp This page	4,777	$1,136,639
5	MKL	Markel Group Inc.	412	$804,640
6	L	Loews Corp	6,825	$772,658
7	AIZ	Assurant, Inc.	2,114	$567,671
8	CINF	Cincinnati Financial Corp	2,473	$457,851

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,639	4,777	+26.0%	Shares	Other	2026-08-04
2026-03-31	$786,025	3,791	+17.9%	Shares	Sole	2026-05-14
2025-12-31	$669,409	3,216	+1.6%	Shares	Defined	2026-02-19
2025-09-30	$679,581	3,166	+15.2%	Shares	Sole	2025-11-10
2025-06-30	$553,199	2,748	-3.9%	Shares	Sole	2025-08-14
2025-03-31	$592,013	2,859	+4.1%	Shares	Sole	2025-05-14
2024-12-31	$529,401	2,746	+10.5%	Shares	Sole	2025-01-17
2024-09-30	$471,280	2,485	+17.2%	Shares	Sole	2024-10-08
2024-06-30	$338,479	2,120	+5.0%	Shares	Sole	2024-07-26
2024-03-31	$349,307	2,019	+16.6%	Shares	Sole	2024-05-07
2023-12-31	$242,305	1,731	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.