Convergence Financial, LLC

Position in ALL — Allstate Corp

CIK 2034001 COLUMBIA, MO

Position in ALL

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$3,970,980

+$2,108,860 QoQ

Shares Held

16,689

+85.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#413

of 1,752 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

Convergence Financial, LLC holds $7,923,239 across 4 Insurance - Property & Casualty names. ALL ranks #1 (50.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp This page	16,689	$3,970,980
2	CNA	Cna Financial Corp	27,262	$1,325,205
3	PGR	Progressive Corp/Oh/	6,018	$1,314,632
4	MKL	Markel Group Inc.	672	$1,312,422

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,970,980	16,689	+85.8%	Shares	Sole	2026-08-05
2026-03-31	$1,862,120	8,981	-1.6%	Shares	Sole	2026-05-11
2025-12-31	$1,900,409	9,130	+1.0%	Shares	Sole	2026-02-11
2025-09-30	$1,940,221	9,039	+1.9%	Shares	Sole	2025-11-10
2025-06-30	$1,785,619	8,870	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$1,835,261	8,863	+2.5%	Shares	Sole	2025-04-25
2024-12-31	$1,667,055	8,647	-0.9%	Shares	Sole	2025-02-05
2024-09-30	$1,654,127	8,722	+33.8%	Shares	Sole	2024-10-23
2024-06-30	$1,040,663	6,518	—	Shares	Sole	2024-10-23
No filing history on record for this holder in this stock.