Jeremy Grantham's ALL Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 86,802 shares of The Allstate Corporation (ALL) worth $18.07 M, representing 0.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 45 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in ALL, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2015, adding 515,006 shares. Largest reduction occurred in Q1 2016, reducing 517,470 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The Allstate Corporation (ALL) Holding Value Over Time
Track share changes against reported price movement
Quarterly The Allstate Corporation (ALL) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +52,604 | Add 153.82% | 86,802 | $208.15 |
| Q3 2025 | +7,866 | Add 29.87% | 34,198 | $214.65 |
| Q2 2025 | +1,778 | Add 7.24% | 26,332 | $201.31 |
| Q1 2025 | +4,405 | Add 21.86% | 24,554 | $207.07 |
| Q4 2024 | +14,077 | Add 231.83% | 20,149 | $192.79 |
| Q3 2024 | +3,270 | Add 116.70% | 6,072 | $189.65 |
| Q2 2024 | +2,802 | New Buy | 2,802 | $159.66 |
| Q4 2022 | -23,637 | Sold Out | 0 | $0.00 |
| Q3 2022 | -67,800 | Reduce 74.15% | 23,637 | $124.55 |
| Q2 2022 | -52,200 | Reduce 36.34% | 91,437 | $126.73 |
| Q1 2022 | +28,071 | Add 24.29% | 143,637 | $138.51 |
| Q4 2021 | -22,231 | Reduce 16.13% | 115,566 | $117.65 |
| Q3 2021 | -3,300 | Reduce 2.34% | 137,797 | $127.31 |
| Q2 2021 | +26,361 | Add 22.98% | 141,097 | $130.44 |
| Q1 2021 | +76,234 | Add 198.00% | 114,736 | $114.90 |
| Q4 2020 | -1,400 | Reduce 3.51% | 38,502 | $109.94 |
| Q3 2020 | +800 | Add 2.05% | 39,902 | $94.13 |
| Q2 2020 | -5,982 | Reduce 13.27% | 39,102 | $97.00 |
| Q1 2020 | +6,482 | Add 16.79% | 45,084 | $91.74 |
| Q4 2019 | -7,900 | Reduce 16.99% | 38,602 | $112.46 |
| Q3 2019 | -26,600 | Reduce 36.39% | 46,502 | $108.68 |
| Q2 2019 | +500 | Add 0.69% | 73,102 | $101.69 |
| Q1 2019 | -100,000 | Reduce 57.94% | 72,602 | $94.18 |
| Q4 2018 | +16,125 | Add 10.31% | 172,602 | $82.63 |
| Q3 2018 | +22,400 | Add 16.71% | 156,477 | $98.70 |
| Q2 2018 | +124,902 | Add 1361.33% | 134,077 | $91.27 |
| Q1 2018 | +2,700 | Add 41.70% | 9,175 | $94.82 |
| Q4 2017 | +2,200 | Add 51.46% | 6,475 | $104.71 |
| Q3 2017 | +4,275 | New Buy | 4,275 | $91.93 |
| Q1 2017 | -4,800 | Sold Out | 0 | $0.00 |
| Q3 2016 | -236 | Reduce 4.69% | 4,800 | $69.17 |
| Q2 2016 | -30,200 | Reduce 85.71% | 5,036 | $69.90 |
| Q1 2016 | -517,470 | Reduce 93.62% | 35,236 | $67.37 |
| Q4 2015 | -56,200 | Reduce 9.23% | 552,706 | $62.09 |
| Q3 2015 | +515,006 | Add 548.46% | 608,906 | $58.24 |
| Q2 2015 | -21,900 | Reduce 18.91% | 93,900 | $64.87 |
| Q1 2015 | +7,300 | Add 6.73% | 115,800 | $71.17 |
| Q4 2014 | -21,810 | Reduce 16.74% | 108,500 | $70.25 |
| Q3 2014 | +22,366 | Add 20.72% | 130,310 | $61.37 |
| Q2 2014 | -42,990 | Reduce 28.48% | 107,944 | $58.72 |
| Q1 2014 | -133,044 | Reduce 46.85% | 150,934 | $56.58 |
| Q4 2013 | -82,702 | Reduce 22.55% | 283,978 | $54.54 |
| Q3 2013 | -64,748 | Reduce 15.01% | 366,680 | $50.55 |
| Q2 2013 | +431,428 | Add 0.00% | 431,428 | $48.12 |
Jeremy Grantham's The Allstate Corporation Investment FAQs
Jeremy Grantham first purchased The Allstate Corporation (ALL) in Q2 2013, acquiring 431,428 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The Allstate Corporation (ALL) for 45 quarters since Q2 2013.
Jeremy Grantham's largest addition to The Allstate Corporation (ALL) was in Q3 2015, adding 608,906 shares worth $35.46 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 86,802 shares of The Allstate Corporation (ALL), valued at approximately $18.07 M.
As of the Q4 2025 filing, The Allstate Corporation (ALL) represents approximately 0.05% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The Allstate Corporation (ALL) was 608,906 shares, as reported at the end of Q3 2015.