JGP Wealth Management
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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
Q3 		$233K Buy
1,051
+96
+10% +$24.3K 0.02% 223
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return

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

JGP Wealth Management increased its Allstate (ALL) stake by 10% in Q3 2026, buying an estimated $24.3K and bringing the position to 1,051 shares worth $233K. The position accounts for 0.02% of the portfolio, ranked #223.

JGP Wealth Management first reported a position in ALL in Q3 2018 and has held it in 26 quarters since. The position peaked at $997K in Q1 2022. 882 funds tracked by Wall St. Rank hold ALL as of Q3 2026.

  • JGP Wealth Management held 1,051 shares of Allstate worth $233K as of Q3 2026.
  • JGP Wealth Management bought 96 Allstate shares in Q3 2026, an estimated $24.3K.
  • Allstate made up 0.02% of JGP Wealth Management's portfolio in Q3 2026, its #223 holding.
  • JGP Wealth Management first reported a position in Allstate in Q3 2018 and has held it in 26 quarters since.
  • JGP Wealth Management's Allstate position peaked at $997K in Q1 2022.
  • 882 funds tracked by Wall St. Rank held Allstate as of Q3 2026.

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