Position in ALL
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$1,640,747,765
+$117,714,426 QoQ
Shares Held
7,913,320
+8.1% QoQ
Ownership
3.07%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.367696491485242.ToString("F0")%
Shared 0.ToString("F0")%
None 84.63230350851477.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Mar 31, 2024CallValue
$117,819,810
CallShares
681,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BANK OF AMERICA CORP /DE/ holds $8,220,758,063 across 41 Insurance - Property & Casualty names. ALL ranks #2 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,874,152 | $2,552,171,889 | |
| 2 | ALL |
Allstate Corp
This page
|
7,913,320 | $1,640,747,765 | |
| 3 | CB |
Chubb Ltd
|
4,908,624 | $1,599,867,817 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,420,104 | $997,575,931 | |
| 5 | CINF |
Cincinnati Financial Corp
|
1,859,905 | $292,656,049 | |
| 6 | MKL |
Markel Group Inc.
|
136,084 | $260,474,286 | |
| 7 | WRB |
Berkley W R Corp
|
2,904,522 | $192,511,716 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
285,535 | $97,555,885 |
All Filings in ALL
Export CSV
48 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,640,747,765 | 7,913,320 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $1,523,033,339 | 7,316,999 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,405,856,397 | 6,549,529 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $1,327,964,361 | 6,596,614 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,364,133,257 | 6,587,788 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,270,705,490 | 6,591,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $808,807,371 | 4,264,737 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $1,051,043,373 | 6,583,010 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $640,303,953 | 3,700,965 | Shares | Defined | 2025-03-18 | |
| 2024-03-31 | $117,819,810 | 681,000 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $717,126,774 | 5,123,066 | Shares | Defined | 2024-02-14 | |
| 2023-12-31 | $1,917,726 | 13,700 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,399,800 | 10,000 | Call | Defined | 2024-02-14 | |
| 2023-09-30 | $1,526,317 | 13,700 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $238,882,868 | 2,144,178 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $1,114,100 | 10,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $1,548,368 | 14,200 | Put | Defined | 2023-08-14 | |
| 2023-06-30 | $8,625,064 | 79,100 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $247,869,942 | 2,273,202 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,518,097 | 13,700 | Put | Defined | 2023-05-12 | |
| 2023-03-31 | $253,242,178 | 2,285,373 | Shares | Defined | 2023-05-12 | |
| 2023-03-31 | $1,108,100 | 10,000 | Call | Defined | 2023-05-12 | |
| 2022-12-31 | $664,440 | 4,900 | Call | Defined | 2023-02-10 | |
| 2022-12-31 | $962,760 | 7,100 | Put | Defined | 2023-02-10 | |
| 2022-12-31 | $316,716,036 | 2,335,664 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $610,197 | 4,900 | Call | Defined | 2022-11-14 | |
| 2022-09-30 | $884,163 | 7,100 | Put | Defined | 2022-11-14 | |
| 2022-09-30 | $331,779,795 | 2,664,256 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $861,764 | 6,800 | Put | Defined | 2022-08-12 | |
| 2022-06-30 | $367,130,469 | 2,896,950 | Shares | Defined | 2022-08-12 | |
| 2022-06-30 | $240,787 | 1,900 | Call | Defined | 2022-08-12 | |
| 2022-03-31 | $941,868 | 6,800 | Put | Defined | 2022-05-16 | |
| 2022-03-31 | $367,978,404 | 2,656,692 | Shares | Defined | 2022-05-16 | |
| 2022-03-31 | $263,169 | 1,900 | Call | Defined | 2022-05-16 | |
| 2021-12-31 | $300,531,039 | 2,554,450 | Shares | Defined | 2022-02-08 | |
| 2021-12-31 | $247,065 | 2,100 | Put | Defined | 2022-02-08 | |
| 2021-12-31 | $305,890 | 2,600 | Call | Defined | 2022-02-08 | |
| 2021-09-30 | $331,006 | 2,600 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $267,351 | 2,100 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $488,330,092 | 3,835,756 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $273,924 | 2,100 | Put | Defined | 2021-09-13 | |
| 2021-06-30 | $501,730,152 | 3,846,444 | Shares | Defined | 2021-09-13 | |
| 2021-06-30 | $339,144 | 2,600 | Call | Defined | 2021-09-13 | |
| 2021-03-31 | $547,534,001 | 4,765,309 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $476,465,638 | 4,334,264 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $393,396,559 | 4,178,846 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $341,949,590 | 3,525,617 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $310,580,989 | 3,385,817 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||