Position in ALL
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$86,140,231
+$2,954,544 QoQ
Shares Held
415,454
+4.0% QoQ
Ownership
0.161%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.1088544098745.ToString("F0")%
Shared 0.ToString("F0")%
None 5.891145590125501.ToString("F0")%
Common Shares in ALL Over Time
Shares Held
Position Value (USD)
Derivatives in ALL
reported options exposure · as of Sep 30, 2023CallValue
$0
CallShares
0
PutValue
$3,342,300
PutShares
30,000
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, 2026WELLS FARGO & COMPANY/MN holds $2,654,741,782 across 44 Insurance - Property & Casualty names. ALL ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
4,662,076 | $1,519,510,429 | |
| 2 | WRB |
Berkley W R Corp
|
3,789,666 | $251,179,060 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,246,574 | $247,120,827 | |
| 4 | TRV |
Travelers Companies, Inc.
|
777,950 | $226,912,454 | |
| 5 | MKL |
Markel Group Inc.
|
59,123 | $113,165,552 | |
| 6 | ALL |
Allstate Corp
This page
|
415,454 | $86,140,231 | |
| 7 | CINF |
Cincinnati Financial Corp
|
280,034 | $44,063,348 | |
| 8 | RLI |
Rli Corp
|
705,510 | $40,242,288 |
All Filings in ALL
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,140,231 | 415,454 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $83,185,687 | 399,643 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $81,687,845 | 380,563 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $71,950,004 | 357,409 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $81,762,622 | 394,855 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $71,542,246 | 371,089 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $75,643,607 | 398,859 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $61,441,317 | 384,826 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $73,557,276 | 425,162 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $67,811,209 | 484,435 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $56,146,738 | 503,965 | Shares | Defined | 2023-11-13 | |
| 2023-09-30 | $3,342,300 | 30,000 | Put | Defined | 2023-11-13 | |
| 2023-06-30 | $56,866,103 | 521,516 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $47,480,532 | 428,486 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $63,287,230 | 466,720 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $59,373,537 | 476,781 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $62,672,292 | 494,534 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $74,426,547 | 537,337 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $75,975,309 | 645,774 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $371,084,967 | 2,914,814 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $450,247,441 | 3,451,759 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $218,310 | 1,900 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $428,676,728 | 3,730,868 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $404,390,032 | 3,678,614 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $344,848,466 | 3,663,145 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $405,939,128 | 4,185,371 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $335,469,998 | 3,657,146 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||