Position in ALL
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$20,462
+$2,631 QoQ
Shares Held
86
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,619
of 1,742 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $530,368 across 13 Insurance - Property & Casualty names. ALL ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
546 | $180,245 | |
| 2 | CB |
Chubb Ltd
|
456 | $155,377 | |
| 3 | PGR |
Progressive Corp/Oh/
|
440 | $96,118 | |
| 4 | MKL |
Markel Group Inc.
|
11 | $21,483 | |
| 5 | ALL |
Allstate Corp
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|
86 | $20,462 | |
| 6 | WRB |
Berkley W R Corp
|
255 | $17,985 | |
| 7 | CINF |
Cincinnati Financial Corp
|
82 | $15,181 | |
| 8 | L |
Loews Corp
|
64 | $7,245 |
All Filings in ALL
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,462 | 86 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $17,831 | 86 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $17,900 | 86 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $18,459 | 86 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $43,482 | 216 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $50,732 | 245 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $49,354 | 256 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $49,877 | 263 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $45,024 | 282 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $49,480 | 286 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $43,253 | 309 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||