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 Q3 2025, a total of 14 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $498.54 M.
Top institutional holders include Cliff Asness and Renaissance Technologies.
Notably, Robert Bruce has expressed high conviction in this stock, allocating 8.34% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $83.03 M net outflow during the quarter.
Recent activity highlights Renaissance Technologies who increased their stake by 128.9%. Conversely, Manning & Napier Group reduced exposure by 47.1%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.20% | Reduce -13.3% | 1,425,712 | $304.59 M | Q3 2025 | |
| 0.08% | Add 128.9% | 281,100 | $60.34 M | Q3 2025 | |
| 0.20% | Reduce -40.4% | 237,267 | $50.93 M | Q3 2025 | |
| 0.27% | 154,550 | $33.17 M | Q3 2025 | ||
| 8.34% | 125,500 | $26.94 M | Q3 2025 | ||
| 0.21% | Reduce -1.1% | 70,070 | $15.04 M | Q3 2025 | |
| 0.16% | Reduce -41.3% | 69,734 | $14.97 M | Q3 2025 | |
| 0.09% | Reduce -2.3% | 42,850 | $9.2 M | Q3 2025 | |
| 0.09% | Reduce -47.1% | 34,228 | $7.35 M | Q3 2025 | |
| 0.02% | Add 29.9% | 34,198 | $7.34 M | Q3 2025 | |
| 0.05% | Reduce -24.0% | 16,264 | $3.49 M | Q3 2025 | |
| 0.01% | Add 15.2% | 14,860 | $3.19 M | Q3 2025 | |
| 0.00% | New Buy | 3,861 | $828,764 | Q3 2025 | |
| 0.00% | Reduce -8.9% | 2,730 | $586,021 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for The Allstate Corporation (ALL)
Major holders include Cliff Asness ($304.59 M), Renaissance Technologies ($60.34 M), Ray Dalio ($50.93 M). According to the latest reported data, 14 tracked investment managers collectively hold approximately 2.51 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $83.03 M, with 4 managers increasing positions and 9 managers reducing holdings.
During the most recent reporting period, 8 managers trimmed their positions, while 1 fully exited ALL. The total reported sell value was $119.95 M.
Yes, 1 managers opened new positions in ALL, and 3 increased their existing holdings. The total reported buy value was $36.92 M.