Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Allstate ALL Stock Holding History

Kovitz Investment Group Partners’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 		$24.1M Buy
116,282
+28,609
+33% +$5.87M 0.56% 44
2025
Q4 		$18.2M Sell
87,673
-32,597
-27% -$6.67M 0.4% 58
2025
Q3 		$25.8M Sell
120,270
-35,962
-23% -$7.26M 0.1% 185
2025
Q2 		$31.5M Buy
156,232
+119,318
+323% +$23.8M 0.13% 136
2025
Q1 		$7.64M Sell
36,914
-6,483
-15% -$1.26M 0.04% 319
2024
Q4 		$8.37M Buy
43,397
+1,123
+3% +$218K 0.04% 303
2024
Q3 		$7.27M Buy
42,274
+651
+2% +$116K 0.05% 282
2024
Q2 		$6.65M Sell
41,623
-96
-0.2% -$16K 0.06% 242
2024
Q1 		$7.22M Buy
41,719
+19,306
+86% +$3.05M 0.09% 157
2023
Q4 		$3.14M Sell
22,413
-527
-2% -$68.7K 0.05% 201
2023
Q3 		$2.56M Buy
22,940
+3,390
+17% +$370K 0.05% 214
2023
Q2 		$2.13M Sell
19,550
-2,414
-11% -$274K 0.03% 238
2023
Q1 		$2.43M Sell
21,964
-401
-2% -$50.7K 0.04% 226
2022
Q4 		$3.03M Sell
22,365
-611
-3% -$79.9K 0.06% 204
2022
Q3 		$2.86M Sell
22,976
-352
-2% -$43.7K 0.07% 197
2022
Q2 		$2.96M Sell
23,328
-641
-3% -$84K 0.07% 205
2022
Q1 		$3.32M Sell
23,969
-176
-0.7% -$22.1K 0.06% 201
2021
Q4 		$2.65M Buy
24,145
+348
+1% +$41.2K 0.06% 188
2021
Q3 		$3.03M Sell
23,797
-194
-0.8% -$25.6K 0.06% 196
2021
Q2 		$3.13M Sell
23,991
-1,189
-5% -$154K 0.06% 197
2021
Q1 		$2.89M Sell
25,180
-10,134
-29% -$1.12M 0.07% 187
2020
Q4 		$3.88M Buy
35,314
+11,008
+45% +$1.08M 0.09% 146
2020
Q3 		$2.29M Buy
24,306
+30
+0.1% +$2.8K 0.06% 184
2020
Q2 		$2.35M Sell
24,276
-729
-3% -$71.6K 0.07% 174
2020
Q1 		$2.29M Sell
25,005
-3,581
-13% -$389K 0.08% 161
2019
Q4 		$3.21M Sell
28,586
-796
-3% -$86.9K 0.09% 152
2019
Q3 		$3.19M Sell
29,382
-4,443
-13% -$464K 0.1% 149
2019
Q2 		$3.44M Sell
33,825
-820
-2% -$80.1K 0.11% 143
2019
Q1 		$3.26M Sell
34,645
-1,150
-3% -$104K 0.1% 145
2018
Q4 		$2.96M Buy
35,795
+16,760
+88% +$1.5M 0.12% 120
2018
Q3 		$1.88M Sell
19,035
-2,500
-12% -$244K 0.09% 62
2018
Q2 		$1.97M Sell
21,535
-825
-4% -$78.4K 0.09% 63
2018
Q1 		$2.12M Sell
22,360
-4,875
-18% -$472K 0.1% 58
2017
Q4 		$2.85K Sell
27,235
-300
-1% -$29.5K 0.12% 51
2017
Q3 		$2.53M Sell
27,535
-650
-2% -$59.1K 0.13% 51
2017
Q2 		$2.49M Sell
28,185
-4,378
-13% -$371K 0.13% 52
2017
Q1 		$2.65M Sell
32,563
-1,550
-5% -$122K 0.15% 57
2016
Q4 		$2.53M Buy
34,113
+20
+0.1% +$1.41K 0.15% 51
2016
Q3 		$2.36M Sell
34,093
-122
-0.4% -$8.4K 0.15% 62
2016
Q2 		$2.39M Sell
34,215
-1,510
-4% -$101K 0.17% 59
2016
Q1 		$2.41M Buy
+35,725
New +$2.24M 0.14% 62

Other funds holding ALL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's ALL Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Allstate (ALL) stake by 33% in Q1 2026, buying an estimated $5.87M and bringing the position to 116,282 shares worth $24.1M. The position accounts for 0.56% of the portfolio, ranked #44.

Kovitz Investment Group Partners first reported a position in ALL in Q1 2016 and has held it in 41 quarters since. The position peaked at $31.5M in Q2 2025. 1,682 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Kovitz Investment Group Partners held 116,282 shares of Allstate worth $24.1M as of Q1 2026.
  • Kovitz Investment Group Partners bought 28,609 Allstate shares in Q1 2026, an estimated $5.87M.
  • Allstate made up 0.56% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #44 holding.
  • Kovitz Investment Group Partners first reported a position in Allstate in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Allstate position peaked at $31.5M in Q2 2025.
  • 1,682 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.