Tom Gayner’s Allstate ALL Stock Holding History

Tom Gayner’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	$36.8M	Hold	154,550	–	–	0.28%	66
2026 Q1	$32M	Hold	154,550	–	–	0.27%	68
2025 Q4	$32.2M	Hold	154,550	–	–	0.26%	70
2025 Q3	$33.2M	Hold	154,550	–	–	0.27%	66
2025 Q2	$31.1M	Hold	154,550	–	–	0.26%	69
2025 Q1	$32M	Hold	154,550	–	–	0.28%	67
2024 Q4	$29.8M	Hold	154,550	–	–	0.26%	70
2024 Q3	$29.3M	Hold	154,550	–	–	0.26%	71
2024 Q2	$24.7M	Hold	154,550	–	–	0.24%	72
2024 Q1	$26.7M	Hold	154,550	–	–	0.26%	70
2023 Q4	$21.6M	Buy	154,550 +13,000	+9%	+$1.7M	0.24%	76
2023 Q3	$15.8M	Buy	141,550 +13,000	+10%	+$1.42M	0.19%	84
2023 Q2	$14M	Hold	128,550	–	–	0.17%	87
2023 Q1	$14.2M	Hold	128,550	–	–	0.18%	87
2022 Q4	$17.4M	Hold	128,550	–	–	0.23%	78
2022 Q3	$16M	Buy	128,550 +11,500	+10%	+$1.43M	0.24%	76
2022 Q2	$14.8M	Buy	117,050 +1,000	+0.9%	+$131K	0.21%	83
2022 Q1	$16.1M	Buy	116,050 +76,250	+192%	+$9.57M	0.19%	84
2021 Q4	$4.68M	Buy	39,800 +34,300	+624%	+$4.06M	0.05%	100
2021 Q3	$700K	Buy	5,500 +3,500	+175%	+$463K	0.01%	117
2021 Q2	$261K	Hold	2,000	–	–	﹤0.01%	124
2021 Q1	$230K	Hold	2,000	–	–	﹤0.01%	118
2020 Q4	$220K	Buy	+2,000	New	+$197K	﹤0.01%	115

Other funds holding ALL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Tom Gayner's ALL Position: Q2 2026 in Review

Tom Gayner held its Allstate (ALL) position steady in Q2 2026 at 154,550 shares worth $36.8M. The position accounts for 0.28% of the portfolio, ranked #66.

Tom Gayner first reported a position in ALL in Q4 2020 and has held it in 23 quarters since. 1,741 funds tracked by Wall St. Rank hold ALL as of Q2 2026.

Tom Gayner held 154,550 shares of Allstate worth $36.8M as of Q2 2026.
Tom Gayner left its Allstate share count unchanged in Q2 2026.
Allstate made up 0.28% of Tom Gayner's portfolio in Q2 2026, its #66 holding.
Tom Gayner first reported a position in Allstate in Q4 2020 and has held it in 23 quarters since.
1,741 funds tracked by Wall St. Rank held Allstate as of Q2 2026.

Based on Markel Group's 13F filing for Q2 2026, filed 31 Jul 2026.