ALL — ALLSTATE CORP

Ownership history in Carson Advisory Inc.  ·  5 quarters on record

This page tracks every 13F SEC filing in which Carson Advisory Inc. reported a position in ALLSTATE CORP (ALL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.23% (2022 Q4)
Avg. % of fund
0.17%
First filed
2022 Q4
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 1,238 -103 -7.7% 0.14% $266K $212.57
2025 Q2 ADDED 1,341 +272 +25.4% 0.17% $270K $198.38
2025 Q1 REDUCED 1,069 -1 -0.1% 0.15% $221K $203.07
2024 Q4 REDUCED 1,070 -662 -38.2% 0.14% $206K $188.13
2022 Q4 INITIATED 1,732 — — 0.23% $235K —
% of Fund (quarterly)    ALL price (monthly, adj. close)

Other funds also holding ALL

As of 2025 Q4 — sorted by position size

Bruce & Co., Inc. 3Y 7Y 8.1% WILSEY ASSET MANAGEMENT INC 3Y 7Y 5.77% JACOBS ASSET MANAGEMENT, LLC 3Y 7Y 5.62% BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL 3Y 7Y 4.16% Alexander Randolph Advisory, Inc. 3.02% F&V Capital Management, LLC 3Y 7Y 2.81% William B. Walkup & Associates, Inc. 2.76% Lorne Steinberg Wealth Management Inc. 3Y 2.43% Hudson Portfolio Management LLC 3Y 2.28% GQG Partners LLC 3Y 7Y 1.88%
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