Position in ALL
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,396,469
+$120,084 QoQ
Shares Held
5,869
-4.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#662
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, 2026Tulsa Wealth Advisors, INC holds $7,320,233 across 2 Insurance - Property & Casualty names. ALL ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
17,385 | $5,923,764 | |
| 2 | ALL |
Allstate Corp
This page
|
5,869 | $1,396,469 |
All Filings in ALL
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,396,469 | 5,869 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,276,385 | 6,156 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,944,537 | 9,342 | Shares | Sole | 2026-03-03 | |
| No filing history on record for this holder in this stock. | ||||||