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Summit Trail Advisors’s Allstate ALL Stock Holding History

Summit Trail Advisors’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 		$6.06M Buy
29,232
+5,367
+22% +$1.1M 0.09% 128
2025
Q4 		$4.99M Sell
23,865
-243
-1% -$49.7K 0.09% 131
2025
Q3 		$5.2M Buy
24,108
+1,927
+9% +$389K 0.07% 140
2025
Q2 		$4.49M Buy
+22,181
New +$4.43M 0.08% 134
2024
Q4 		– Sell
-19,573
Closed -$3.73M – 410
2024
Q3 		$3.73M Buy
19,573
+1,245
+7% +$221K 0.09% 99
2024
Q2 		$2.94M Buy
18,328
+5,677
+45% +$947K 0.08% 108
2024
Q1 		$2.19M Buy
+12,651
New +$2M 0.06% 124
2018
Q1 		– Sell
-1,278
Closed -$129K – 464
2017
Q4 		$129K Buy
+1,278
New +$126K 0.02% 556

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

Summit Trail Advisors's ALL Position: Q1 2026 in Review

Summit Trail Advisors increased its Allstate (ALL) stake by 22% in Q1 2026, buying an estimated $1.1M and bringing the position to 29,232 shares worth $6.06M. The position accounts for 0.09% of the portfolio, ranked #128.

Summit Trail Advisors first reported a position in ALL in Q4 2017 and has held it in 8 quarters since. 1,677 funds tracked by Wall St. Rank hold ALL as of Q1 2026.

  • Summit Trail Advisors held 29,232 shares of Allstate worth $6.06M as of Q1 2026.
  • Summit Trail Advisors bought 5,367 Allstate shares in Q1 2026, an estimated $1.1M.
  • Allstate made up 0.09% of Summit Trail Advisors's portfolio in Q1 2026, its #128 holding.
  • Summit Trail Advisors first reported a position in Allstate in Q4 2017 and has held it in 8 quarters since.
  • 1,677 funds tracked by Wall St. Rank held Allstate as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.