Position in ALL
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$369,282
+$53,296 QoQ
Shares Held
1,552
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,119
of 1,742 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $577,474 across 2 Insurance - Property & Casualty names. ALL ranks #1 (63.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
1,552 | $369,282 | |
| 2 | CB |
Chubb Ltd
|
611 | $208,192 |
All Filings in ALL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $369,282 | 1,552 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $315,986 | 1,524 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $311,392 | 1,496 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||