Baron Wealth Management
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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
Q3 		$499K Buy
2,251
+110
+5% +$27.9K 0.13% 118
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% -$9.5K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baron Wealth Management's ALL Position: Q3 2026 in Review

Baron Wealth Management increased its Allstate (ALL) stake by 5.1% in Q3 2026, buying an estimated $27.9K and bringing the position to 2,251 shares worth $499K. The position accounts for 0.13% of the portfolio, ranked #118.

Baron Wealth Management first reported a position in ALL in Q4 2023 and has held it in 12 quarters since. The position peaked at $509K in Q2 2026. 1,007 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • Baron Wealth Management held 2,251 shares of Allstate worth $499K as of Q3 2026.
  • Baron Wealth Management bought 110 Allstate shares in Q3 2026, an estimated $27.9K.
  • Allstate made up 0.13% of Baron Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Baron Wealth Management first reported a position in Allstate in Q4 2023 and has held it in 12 quarters since.
  • Baron Wealth Management's Allstate position peaked at $509K in Q2 2026.
  • 1,007 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.