Position in ALL
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$614,123
+$125,216 QoQ
Shares Held
2,581
+9.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#904
of 1,742 holders
Holding Since
Dec 2023
11 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, 2026PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. ALL ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
19,286 | $3,570,610 | |
| 2 | CB |
Chubb Ltd
|
2,786 | $949,301 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,037 | $672,454 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,008 | $657,097 | |
| 5 | ALL |
Allstate Corp
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|
2,581 | $614,123 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
21,000 | $406,770 | |
| 7 | L |
Loews Corp
|
1,996 | $225,967 |
All Filings in ALL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $614,123 | 2,581 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $488,907 | 2,358 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $466,464 | 2,241 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $479,742 | 2,235 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $434,628 | 2,159 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $413,104 | 1,995 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $362,059 | 1,878 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $352,369 | 1,858 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $311,017 | 1,948 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $304,670 | 1,761 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $210,249 | 1,502 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||