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JGP Wealth Management’s Allstate ALL Stock Holding History

JGP 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 		$227K Buy
+955
New +$208K 0.02% 216
2025
Q4 		– Sell
-958
Closed -$201K – 236
2025
Q3 		$201K Buy
+958
New +$193K 0.02% 208
2025
Q2 		– Sell
-980
Closed -$203K – 202
2025
Q1 		$203K Buy
+980
New +$191K 0.03% 183
2024
Q2 		– Sell
-1,209
Closed -$209K – 169
2024
Q1 		$209K Sell
1,209
-5,547
-82% -$876K 0.03% 163
2023
Q4 		$946K Sell
6,756
-105
-2% -$13.7K 0.14% 91
2023
Q3 		$764K Buy
6,861
+120
+2% +$13.1K 0.13% 95
2023
Q2 		$735K Buy
6,741
+382
+6% +$43.3K 0.12% 97
2023
Q1 		$705K Buy
6,359
+22
+0.3% +$2.78K 0.12% 97
2022
Q4 		$859K Sell
6,337
-433
-6% -$56.6K 0.16% 82
2022
Q3 		$884K Sell
6,770
-110
-2% -$13.7K 0.19% 77
2022
Q2 		$902K Sell
6,880
-145
-2% -$19K 0.18% 80
2022
Q1 		$997K Sell
7,025
-243
-3% -$30.5K 0.18% 77
2021
Q4 		$880K Buy
7,268
+1,407
+24% +$166K 0.16% 82
2021
Q3 		$746K Buy
5,861
+382
+7% +$50.5K 0.16% 82
2021
Q2 		$715K Buy
5,479
+745
+16% +$96.2K 0.15% 83
2021
Q1 		$544K Buy
4,734
+195
+4% +$21.5K 0.12% 90
2020
Q4 		$486K Buy
4,539
+688
+18% +$67.6K 0.11% 92
2020
Q3 		$359K Buy
3,851
+640
+20% +$59.7K 0.1% 97
2020
Q2 		$283K Buy
3,211
+175
+6% +$17.2K 0.08% 102
2020
Q1 		$295K Buy
3,036
+299
+11% +$32.5K 0.1% 103
2019
Q4 		$310K Buy
2,737
+38
+1% +$4.15K 0.09% 108
2019
Q3 		$285K Buy
2,699
+255
+10% +$26.6K 0.1% 107
2019
Q2 		$249K Buy
2,444
+41
+2% +$4.01K 0.09% 113
2019
Q1 		$226K Buy
+2,403
New +$217K 0.09% 112
2018
Q4 		– Sell
-2,403
Closed -$237K – 118
2018
Q3 		$237K Buy
+2,403
New +$234K 0.09% 111

Other funds holding ALL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

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

JGP Wealth Management opened a new position in Allstate (ALL) in Q2 2026: 955 shares worth $227K. The stake represents 0.02% of the portfolio and ranks #216 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in ALL as recently as Q3 2025.

JGP Wealth Management first reported a position in ALL in Q3 2018 and has held it in 25 quarters since. The position peaked at $997K in Q1 2022. 566 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

  • JGP Wealth Management held 955 shares of Allstate worth $227K as of Q2 2026.
  • Allstate was a new JGP Wealth Management position in Q2 2026.
  • Allstate made up 0.02% of JGP Wealth Management's portfolio in Q2 2026, its #216 holding.
  • JGP Wealth Management first reported a position in Allstate in Q3 2018 and has held it in 25 quarters since.
  • JGP Wealth Management's Allstate position peaked at $997K in Q1 2022.
  • 566 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

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