Mowery & Schoenfeld Wealth Management, LLC

Position in ALL — Allstate Corp

CIK 2019946 LINCOLNSHIRE, IL

Position in ALL

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$123,728

+$15,912 QoQ

Shares Held

520

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,478

of 1,742 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $735,850 across 6 Insurance - Property & Casualty names. ALL ranks #4 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	790	$260,794
2	PGR	Progressive Corp/Oh/	930	$203,158
3	CB	Chubb Ltd	418	$142,429
4	ALL	Allstate Corp This page	520	$123,728
5	L	Loews Corp	27	$3,056
6	AIZ	Assurant, Inc.	10	$2,685

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,728	520	0.0%	Shares	Sole	2026-08-06
2026-03-31	$107,816	520	0.0%	Shares	Sole	2026-05-01
2025-12-31	$108,238	520	0.0%	Shares	Sole	2026-01-28
2025-09-30	$111,618	520	+25900.0%	Shares	Sole	2025-10-27
2025-06-30	$402	2	-99.3%	Shares	Sole	2025-07-28
2025-03-31	$57,358	277	+13750.0%	Shares	Sole	2025-05-05
2024-12-31	$385	2	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.