PlanVest Financial, Inc

Position in ALL — Allstate Corp

CIK 2135239 GAITHERSBURG, MD

Position in ALL

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$47,350

+$6,297 QoQ

Shares Held

199

+0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,554

of 1,742 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

PlanVest Financial, Inc holds $161,197 across 4 Insurance - Property & Casualty names. ALL ranks #2 (29.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	159	$52,489
2	ALL	Allstate Corp This page	199	$47,350
3	ORI	Old Republic International Corp	800	$32,736
4	CB	Chubb Ltd	84	$28,622

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,350	199	+0.5%	Shares	Sole	2026-08-10
2026-03-31	$41,053	198	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.