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Baron Wealth Management’s Allstate ALL Stock Holding History

Baron Wealth Management’s Portfolio ALL Stock Details ALL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
2,141
+263
+14% +$57.2K 0.13% 109
2026
Q1 		$389K Buy
1,878
+304
+19% +$62.3K 0.12% 141
2025
Q4 		$328K Buy
1,574
+28
+2% +$5.73K 0.1% 156
2025
Q3 		$332K Sell
1,546
-666
-30% -$134K 0.11% 141
2025
Q2 		$445K Buy
2,212
+377
+21% +$75.2K 0.16% 92
2025
Q1 		$380K Buy
1,835
+561
+44% +$109K 0.17% 97
2024
Q4 		$246K Sell
1,274
-49
-4% -$9.51K 0.12% 148
2024
Q3 		$251K Buy
1,323
+33
+3% +$5.86K 0.12% 151
2024
Q2 		$206K Sell
1,290
-29
-2% -$4.84K 0.11% 165
2024
Q1 		$228K Sell
1,319
-161
-11% -$25.4K 0.12% 157
2023
Q4 		$207K Buy
+1,480
New +$193K 0.11% 166

Other funds holding ALL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Baron Wealth Management's ALL Position: Q2 2026 in Review

Baron Wealth Management increased its Allstate (ALL) stake by 14% in Q2 2026, buying an estimated $57.2K and bringing the position to 2,141 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #109.

Baron Wealth Management first reported a position in ALL in Q4 2023 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • Baron Wealth Management held 2,141 shares of Allstate worth $509K as of Q2 2026.
  • Baron Wealth Management bought 263 Allstate shares in Q2 2026, an estimated $57.2K.
  • Allstate made up 0.13% of Baron Wealth Management's portfolio in Q2 2026, its #109 holding.
  • Baron Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 11 quarters since.
  • 275 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.