Position in ALL
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$250,312
+$32,191 QoQ
Shares Held
1,052
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,332
of 1,742 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $712,014 across 2 Insurance - Property & Casualty names. ALL ranks #2 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
1,355 | $461,702 | |
| 2 | ALL |
Allstate Corp
This page
|
1,052 | $250,312 |
All Filings in ALL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,312 | 1,052 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $218,121 | 1,052 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $218,973 | 1,052 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $225,811 | 1,052 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $211,979 | 1,053 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $202,043 | 1,048 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||