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
2021
Q1 		– Sell
-128
Closed -$401K – 415
2020
Q4 		$401K Buy
128
+3
+2% +$295 0.01% 349
2020
Q3 		$250K Buy
+125
New +$11.7K 0.01% 374

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. 1,680 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.
  • 1,680 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.