Position in ALL
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$14,038
+$2,842 QoQ
Shares Held
59
+9.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,653
of 1,742 holders
Holding Since
Dec 2025
3 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, 2026Nvest Wealth Strategies, Inc. holds $14,474 across 2 Insurance - Property & Casualty names. ALL ranks #1 (97.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
This page
|
59 | $14,038 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2 | $436 |
All Filings in ALL
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,038 | 59 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,196 | 54 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,407 | 50 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||