Ascentis Wealth Management, LLC

Position in ALL — Allstate Corp

CIK 2032602 DALLAS, TX

Position in ALL

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$47,588

+$6,120 QoQ

Shares Held

200

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,554

of 1,742 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,647,796 across 5 Insurance - Property & Casualty names. ALL ranks #5 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	1,872	$637,831
2	PGR	Progressive Corp/Oh/	1,518	$331,585
3	CINF	Cincinnati Financial Corp	1,709	$316,395
4	WRB	Berkley W R Corp	4,458	$314,397
5	ALL	Allstate Corp This page	200	$47,588

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,588	200	0.0%	Shares	Sole	2026-07-30
2026-03-31	$41,468	200	-27.3%	Shares	Sole	2026-04-28
2025-12-31	$57,241	275	0.0%	Shares	Sole	2026-01-14
2025-09-30	$59,028	275	-34.8%	Shares	Sole	2025-10-24
2025-06-30	$84,951	422	-53.3%	Shares	Sole	2025-07-16
2025-03-31	$187,187	904	+123.2%	Shares	Sole	2025-04-21
2024-12-31	$78,078	405	-17.0%	Shares	Sole	2025-01-10
2024-09-30	$92,545	488	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.