ALLSTATE CORP

The Allstate Corporation (ticker ALL, CUSIP 020002101) is the second-largest publicly traded U.S. property-and-casualty insurer by premium volume, with household brands including Allstate, Esurance, and Encompass. It provides personal and commercial auto, home, life, and small-business insurance across 49 states, with catastrophe exposure management embedded in its underwriting platform. In Q2 2026, ten institutions reported $7.72M in aggregate ALL positions. MassMutual Private Wealth & Trust, the largest holder at $4.48M and 18,834 shares, reduced by 41 shares but recorded a $568K Valuation increase — essentially a flat core holding earning a strong quarter. First Financial Bank held 4,844 shares flat (+$148K), an equivalent to a consolidated-bank sleeve. Versant Capital Management was the most meaningful buyer: elevating its position from 1,287 to 1,693 shares (+406, +$136K), reflecting a conviction step toward the insurer's underwriting discipline and dividend yield. First County Bank added 88 shares (+$66K). Eastern Bank trimmed 21 shares (-$85K). The most strategically notable event was Adelphi Trust Co opening a new position at $268K and 1,127 shares — the largest new-commitment trade in this cohort, signaling Adelphi's beginning of a meaningful ALL allocation with a core-size entry. Gladwyn Financial, Cedar Mountain, and Hilltop held flat. CX cut 210 shares.