Concurrent Investment Advisors, LLC

Position in ALL — Allstate Corp

CIK 2001015 Tampa, FL

Position in ALL

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,192,087

+$1,435,917 QoQ

Shares Held

21,821

+20.5% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#365

of 1,742 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. ALL ranks #2 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	72,571	$24,727,842
2	ALL	Allstate Corp This page	21,821	$5,192,087
3	TRV	Travelers Companies, Inc.	7,889	$2,604,315
4	PGR	Progressive Corp/Oh/	9,740	$2,127,702
5	PRCH	Porch Group, Inc.	116,674	$1,754,776
6	WRB	Berkley W R Corp	19,709	$1,390,075
7	MKL	Markel Group Inc.	571	$1,115,167
8	CINF	Cincinnati Financial Corp	3,118	$577,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,192,087	21,821	+20.5%	Shares	Sole	2026-07-27
2026-03-31	$3,756,170	18,116	+6.5%	Shares	Sole	2026-04-21
2025-12-31	$3,541,255	17,013	+23.6%	Shares	Sole	2026-01-29
2025-09-30	$2,954,442	13,764	-0.3%	Shares	Sole	2025-10-27
2025-06-30	$2,778,279	13,801	+6.0%	Shares	Sole	2025-07-25
2025-03-31	$2,694,808	13,014	+21.4%	Shares	Sole	2025-04-29
2024-12-31	$2,067,287	10,723	+1.3%	Shares	Sole	2025-02-03
2024-09-30	$2,007,255	10,584	-0.2%	Shares	Sole	2024-10-30
2024-06-30	$1,692,874	10,603	-28.8%	Shares	Sole	2024-07-30
2024-03-31	$2,574,907	14,883	-8.9%	Shares	Sole	2024-05-07
2023-12-31	$2,287,693	16,343	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.