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The Allstate Corporation

ALL Financials
$253.71 +$1.92 (0.76%)
Market Cap: $64.15 B
Gurus Holding
13
Popularity Rank
#195
% of Shares Held
0.76%
Net Activity (Q2 2026)
-$225.76 M

Guru Ownership Trend

Guru Analysis for The Allstate Corporation (ALL)

The Allstate Corporation (ALL), a key player in the Financials sector, continues to attract institutional attention.

As of Q2 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $486.92 M.

Top institutional holders include Cliff Asness and Jeremy Grantham.

Notably, Robert Bruce has expressed high conviction in this stock, allocating 7.89% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $225.76 M net outflow during the quarter.

Recent activity highlights Jefferies Group who increased their stake by 223.4%. Conversely, Ray Dalio reduced exposure by 72.9%.

Key Holders

Top 5 by Value

$265.97 M
$36.77 M
$29.15 M
$26.19 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$3.29 M
Total Buy Value
New Buys 0
Additions 5
-$229.05 M
Total Sell Value
Reductions 7
Sold Out 2

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
9
Net Buyers
5

FAQs for The Allstate Corporation (ALL)

Major holders include Cliff Asness ($265.97 M), Jeremy Grantham ($51 M), Tom Gayner ($36.77 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 1.92 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $225.76 M, with 5 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 7 managers trimmed their positions, while 2 fully exited ALL. The total reported sell value was $229.05 M.

Yes, 0 managers opened new positions in ALL, and 5 increased their existing holdings. The total reported buy value was $3.29 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.09% Reduce -21.9% 1,117,811 $265.97 M Q2 2026
0.11% Add 1.4% 214,358 $51 M Q2 2026
0.28% 154,550 $36.77 M Q2 2026
7.89% Reduce -2.4% 122,500 $29.15 M Q2 2026
0.03% Reduce -60.4% 110,078 $26.19 M Q2 2026
0.05% Reduce -72.9% 56,149 $13.36 M Q2 2026
0.01% Reduce -51.1% 40,467 $9.63 M Q2 2026
0.08% Reduce -1.0% 39,450 $9.39 M Q2 2026
0.09% Reduce -1.9% 30,470 $7.35 M Q2 2026
0.01% Add 6.5% 17,584 $4.18 M Q2 2026
0.00% Add 181.4% 9,393 $2.24 M Q2 2026
0.01% Add 223.4% 5,272 $1.25 M Q2 2026
0.00% Add 10.2% 1,107 $263,400 Q2 2026
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SEC Form