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Williamson Legacy Group’s Allstate ALL Stock Holding History

Williamson Legacy Group’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
2025
Q3 		– Sell
-8,703
Closed -$1.75M – 101
2025
Q2 		$1.75M Sell
8,703
-295
-3% -$58.9K 1.48% 17
2025
Q1 		$1.86M Buy
+8,998
New +$1.75M 1.77% 10

Other funds holding ALL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Williamson Legacy Group's ALL Position: Q3 2025 in Review

Williamson Legacy Group sold out of Allstate (ALL) in Q3 2025, closing a stake of 8,703 shares — an estimated $1.75M sold.

Williamson Legacy Group first reported a position in ALL in Q1 2025 and held it in 2 quarters. The position peaked at $1.86M in Q1 2025. 1,619 funds tracked by Wall St. Rank hold ALL as of Q3 2025.

  • Williamson Legacy Group reported no remaining Allstate position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 8,703 Allstate shares in Q3 2025, an estimated $1.75M.
  • Williamson Legacy Group first reported a position in Allstate in Q1 2025 and held it in 2 quarters.
  • Williamson Legacy Group's Allstate position peaked at $1.86M in Q1 2025.
  • 1,619 funds tracked by Wall St. Rank held Allstate as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.