Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$629,111
+$226,251 QoQ
Shares Held
2,644
+36.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#892
of 1,737 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,247,366 across 8 Insurance - Property & Casualty names. ALL ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,541 | $3,009,588 | |
| 2 | CB |
Chubb Ltd
|
6,497 | $2,213,784 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,138 | $705,794 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,179 | $694,450 | |
| 5 | ALL |
Allstate Corp
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|
2,644 | $629,111 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
22,871 | $443,011 | |
| 7 | RLI |
Rli Corp
|
4,725 | $279,104 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,472 | $272,524 |
All Filings in ALL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $629,111 | 2,644 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $402,860 | 1,943 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $266,431 | 1,280 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $267,237 | 1,245 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $254,453 | 1,264 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||