Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$142,764
+$18,360 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,461
of 1,737 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. ALL ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
3,040 | $5,937,150 | |
| 2 | WRB |
Berkley W R Corp
|
71,030 | $5,009,745 | |
| 3 | CB |
Chubb Ltd
|
4,725 | $1,609,996 | |
| 4 | L |
Loews Corp
|
9,597 | $1,086,476 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,896 | $625,907 | |
| 6 | PGR |
Progressive Corp/Oh/
|
697 | $152,259 | |
| 7 | ALL |
Allstate Corp
This page
|
600 | $142,764 | |
| 8 | CINF |
Cincinnati Financial Corp
|
340 | $62,947 |
All Filings in ALL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,764 | 600 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $124,404 | 600 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $124,057 | 596 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $116,125 | 541 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $108,908 | 541 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $110,368 | 533 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $97,551 | 506 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $95,962 | 506 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $80,787 | 506 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $87,543 | 506 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $70,829 | 506 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $56,373 | 506 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $55,174 | 506 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $261,511 | 2,360 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $320,016 | 2,360 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $293,890 | 2,360 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $299,082 | 2,360 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $326,883 | 2,360 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $277,654 | 2,360 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $300,451 | 2,360 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $344,361 | 2,640 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $303,336 | 2,640 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $290,215 | 2,640 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $248,529 | 2,640 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $270,602 | 2,790 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $255,926 | 2,790 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||