Position in ALL
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,292,789
+$297,764 QoQ
Shares Held
9,636
+0.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#516
of 1,742 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. ALL ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
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|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in ALL
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,292,789 | 9,636 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,995,025 | 9,622 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,947,243 | 9,355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,025,222 | 9,435 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,955,324 | 9,713 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,059,518 | 9,946 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,965,494 | 10,195 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,933,481 | 10,195 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,627,733 | 10,195 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,812,798 | 10,478 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,403,719 | 10,028 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,122,789 | 10,078 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $1,095,306 | 10,045 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $1,113,086 | 10,045 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,366,305 | 10,076 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $1,254,764 | 10,076 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $1,260,329 | 9,945 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,377,481 | 9,945 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $1,185,676 | 10,078 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $863,034 | 6,779 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $887,513 | 6,804 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $766,497 | 6,671 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $804,357 | 7,317 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $589,316 | 6,260 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $607,157 | 6,260 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $574,229 | 6,260 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||