Marshall & Sterling Wealth Advisors Inc.
Position in ALL — Allstate Corp
CIK 2056315
POUGHKEEPSIE, NY
Position in ALL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$34,977
+$4,499 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,574
of 1,742 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $92,562 across 2 Insurance - Property & Casualty names. ALL ranks #2 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
169 | $57,585 | |
| 2 | ALL |
Allstate Corp
This page
|
147 | $34,977 |
All Filings in ALL
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,977 | 147 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $30,478 | 147 | Shares | Sole | 2026-05-07 | |
| 2025-09-30 | $1,501 | 7 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $1,408 | 7 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,140 | 20 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||