BFG
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Berger Financial Group’s Allstate ALL Stock Holding History

Berger Financial Group’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
Q1 		$6.89M Buy
33,226
+974
+3% +$200K 0.39% 55
2025
Q4 		$6.71M Buy
32,252
+138
+0.4% +$28.3K 0.39% 59
2025
Q3 		$6.89M Buy
32,114
+252
+0.8% +$50.9K 0.41% 54
2025
Q2 		$6.41M Buy
31,862
+167
+0.5% +$33.3K 0.41% 51
2025
Q1 		$6.56M Buy
31,695
+29,883
+1,649% +$5.82M 0.46% 47
2024
Q4 		$349K Sell
1,812
-9
-0.5% -$1.75K 0.02% 305
2024
Q3 		$345K Buy
1,821
+7
+0.4% +$1.24K 0.02% 281
2024
Q2 		$290K Hold
1,814
– – 0.02% 292
2024
Q1 		$314K Sell
1,814
-161
-8% -$25.4K 0.03% 269
2023
Q4 		$276K Buy
+1,975
New +$258K 0.03% 245
2023
Q1 		– Sell
-40,341
Closed -$5.47M – 273
2022
Q4 		$5.47M Buy
40,341
+791
+2% +$103K 0.72% 40
2022
Q3 		$4.92M Buy
39,550
+816
+2% +$101K 0.72% 33
2022
Q2 		$4.91M Buy
38,734
+3
+0% +$393 0.72% 37
2022
Q1 		$5.37M Buy
38,731
+110
+0.3% +$13.8K 0.68% 37
2021
Q4 		$4.54M Buy
38,621
+1,829
+5% +$216K 0.6% 57
2021
Q3 		$4.68M Sell
36,792
-144
-0.4% -$19K 0.84% 37
2021
Q2 		$4.82M Buy
36,936
+453
+1% +$58.5K 0.87% 34
2021
Q1 		$4.19M Sell
36,483
-1,789
-5% -$197K 0.91% 39
2020
Q4 		$4.21M Buy
+38,272
New +$3.76M 0.73% 41

Other funds holding ALL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Berger Financial Group's ALL Position: Q1 2026 in Review

Berger Financial Group increased its Allstate (ALL) stake by 3% in Q1 2026, buying an estimated $200K and bringing the position to 33,226 shares worth $6.89M. The position accounts for 0.39% of the portfolio, ranked #55.

Berger Financial Group first reported a position in ALL in Q4 2020 and has held it in 19 quarters since. The position peaked at $6.89M in Q3 2025. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Berger Financial Group held 33,226 shares of Allstate worth $6.89M as of Q1 2026.
  • Berger Financial Group bought 974 Allstate shares in Q1 2026, an estimated $200K.
  • Allstate made up 0.39% of Berger Financial Group's portfolio in Q1 2026, its #55 holding.
  • Berger Financial Group first reported a position in Allstate in Q4 2020 and has held it in 19 quarters since.
  • Berger Financial Group's Allstate position peaked at $6.89M in Q3 2025.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.