Synergy Investment Management, LLC
Position in ALL — Allstate Corp
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in ALL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,758
+$3,100 QoQ
Shares Held
20
+150.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,692
of 1,737 holders
Holding Since
Mar 2026
2 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, 2026Synergy Investment Management, LLC holds $169,918 across 9 Insurance - Property & Casualty names. ALL ranks #5 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
219 | $74,620 | |
| 2 | CINF |
Cincinnati Financial Corp
|
343 | $63,501 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
48 | $10,277 | |
| 4 | PGR |
Progressive Corp/Oh/
|
40 | $8,738 | |
| 5 | ALL |
Allstate Corp
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|
20 | $4,758 | |
| 6 | ORI |
Old Republic International Corp
|
77 | $3,150 | |
| 7 | TRV |
Travelers Companies, Inc.
|
8 | $2,640 | |
| 8 | RLI |
Rli Corp
|
26 | $1,535 |
All Filings in ALL
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,758 | 20 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,658 | 8 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||