Caldwell Trust Co

Bank

Position in ALL — Allstate Corp

CIK 2080218 Venice, FL

Position in ALL

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,326,577

-$317,837 QoQ

Shares Held

9,778

-23.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#512

of 1,742 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. ALL ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	45,219	$3,189,296
2	ALL	Allstate Corp This page	9,778	$2,326,577
3	TRV	Travelers Companies, Inc.	1,079	$356,199
4	HCI	HCI Group, Inc.	544	$95,336
5	CB	Chubb Ltd	233	$79,392
6	CINF	Cincinnati Financial Corp	190	$35,176
7	ORI	Old Republic International Corp	600	$24,552
8	PGR	Progressive Corp/Oh/	15	$3,276

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,326,577	9,778	-23.3%	Shares	Sole	2026-08-03
2026-03-31	$2,644,414	12,754	-0.4%	Shares	Sole	2026-04-22
2025-12-31	$2,665,152	12,804	-1.9%	Shares	Sole	2026-01-30
2025-09-30	$2,802,041	13,054	0.0%	Shares	Sole	2025-10-23
2025-06-30	$2,627,900	13,054	0.0%	Shares	Sole	2025-09-22
2025-03-31	$2,703,091	13,054	+7.4%	Shares	Sole	2025-09-23
2024-12-31	$2,342,784	12,152	0.0%	Shares	Sole	2025-09-24
2024-09-30	$2,304,626	12,152	0.0%	Shares	Sole	2025-09-24
2024-06-30	$1,940,188	12,152	-1.5%	Shares	Sole	2025-09-24
2024-03-31	$2,134,251	12,336	-0.9%	Shares	Sole	2025-09-24
2023-12-31	$1,741,631	12,442	0.0%	Shares	Sole	2025-10-01
2023-09-30	$1,386,163	12,442	0.0%	Shares	Sole	2025-10-01
2023-06-30	$1,356,675	12,442	0.0%	Shares	Sole	2025-10-01
2023-03-31	$1,378,698	12,442	-1.5%	Shares	Sole	2025-10-01
2022-12-31	$1,712,085	12,626	0.0%	Shares	Sole	2025-10-01
2022-09-30	$1,572,315	12,626	0.0%	Shares	Sole	2025-10-01
2022-06-30	$1,600,092	12,626	0.0%	Shares	Sole	2025-10-02
2022-03-31	$1,748,827	12,626	+30.8%	Shares	Sole	2025-10-02
2021-12-31	$1,135,322	9,650	0.0%	Shares	Sole	2025-10-02
2021-09-30	$1,228,541	9,650	+70.8%	Shares	Sole	2025-10-02
2021-06-30	$736,986	5,650	0.0%	Shares	Sole	2025-10-02
2021-03-31	$649,185	5,650	0.0%	Shares	Sole	2025-10-02
2020-12-31	$621,104	5,650	0.0%	Shares	Sole	2025-10-02
2020-09-30	$531,891	5,650	0.0%	Shares	Sole	2025-10-02
2020-06-30	$547,993	5,650	0.0%	Shares	Sole	2025-10-02
2020-03-31	$518,274	5,650	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.