PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in ALL — Allstate Corp

CIK 2145782 WALTHAM, MA

Position in ALL

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$160,133

+$20,594 QoQ

Shares Held

673

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,456

of 1,742 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $238,843 across 2 Insurance - Property & Casualty names. ALL ranks #1 (67.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALL	Allstate Corp This page	673	$160,133
2	CB	Chubb Ltd	231	$78,710

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$160,133	673	0.0%	Shares	Sole	2026-08-07
2026-03-31	$139,539	673	0.0%	Shares	Sole	2026-08-07
2025-12-31	$140,084	673	-6.8%	Shares	Sole	2026-08-07
2025-09-30	$154,977	722	0.0%	Shares	Sole	2026-08-07
2025-06-30	$145,345	722	+0.1%	Shares	Sole	2026-08-07
2025-03-31	$149,297	721	+0.1%	Shares	Sole	2026-08-07
2024-12-31	$138,808	720	0.0%	Shares	Sole	2026-08-07
2024-09-30	$136,548	720	-4.0%	Shares	Sole	2026-08-07
2024-06-30	$119,745	750	0.0%	Shares	Sole	2026-08-07
2024-03-31	$129,757	750	0.0%	Shares	Sole	2026-08-07
2023-12-31	$104,985	750	-2.0%	Shares	Sole	2026-08-07
2023-09-30	$85,228	765	0.0%	Shares	Sole	2026-08-07
2023-06-30	$83,415	765	-5.6%	Shares	Sole	2026-08-07
2023-03-31	$89,756	810	0.0%	Shares	Sole	2026-08-07
2022-12-31	$109,836	810	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.