ALL
The Allstate Corporation · Financial Services · Insurance - Property & Casualty
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones -10.3% · nuevas posiciones netas 0.0% · fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 164 | -4 | 168.81M | $40.19B | +3 | −8 |
| Q1 2026 | 172 | +1 | 169.75M | $35.21B | +5 | −5 |
| Q4 2025 | 170 | 0 | 183.82M | $38.27B | +2 | −1 |
| Q3 2025 | 25 | 0 | 100.93M | $21.67B | +1 | −2 |
| Q2 2025 | 23 | -2 | 98.24M | $19.78B | n/a | −2 |
| Q1 2025 | 22 | -1 | 38.65M | $8.01B | n/a | −1 |
| Q4 2024 | 23 | 0 | 36.68M | $7.08B | +1 | −1 |
| Q3 2024 | 22 | 0 | 25.98M | $4.92B | n/a | n/a |
| Q2 2024 | 22 | n/a | 28.95M | $4.62B | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 9.12M | -2.0% | $1.73B | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 2 | Geode Capital Management ✦ (pasivo) | 6.23M | +1.2% | $1.18B | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 3 | Viking Global Investors ✦ | 2.04M | +274.6% | $387.28M | 1.4% | ▲ Add | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 1.66M | +7.7% | $315.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | AQR Capital Management ✦ | 1.35M | +88.0% | $253.43M | 0.3% | ▲ Add | 2 | SEC ↗ ×6 |
| 6 | Millennium Management ✦ | 1.09M | +23.0% | $207.16M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 959.79K | -79.7% | $182.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 8 | Citadel Advisors ✦ | 850.29K | +899.4% | $161.26M | 0.2% | ▲ Add | 2 | SEC ↗ ×2 |
| 9 | Trian Fund Management ✦ | 613.45K | -69.5% | $116.34M | 3.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Arrowstreet Capital ✦ | 576.99K | -28.3% | $109.43M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 415.02K | -22.4% | $78.71M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 12 | Renaissance Technologies ✦ | 275.40K | +35.7% | $52.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Adage Capital Partners ✦ | 243.92K | -3.6% | $46.26M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 14 | Bridgewater Associates ✦ | 233.26K | +96.3% | $44.24M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 15 | Markel Group ✦ | 154.55K | 0.0% | $29.31M | 0.3% | Held | 2 | SEC ↗ |
| 16 | Soros Fund Management ✦ | 80.97K | -11.5% | $15.36M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 17 | GAMCO Investors ✦ | 45.90K | -0.2% | $8.70M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 11.23K | +139.1% | $2.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Marshall Wace ✦ | 7.58K | +1.3% | $1.44M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | D. E. Shaw & Co. ✦ | 5.89K | -99.2% | $1.12M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 21 | Fisher Asset Management ✦ | 2.84K | -7.4% | $539,059 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | Dodge & Cox ✦ | 2.62K | 0.0% | $496,504 | 0.0% | Held | 2 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 1,660 tenedores, 210.86M acciones, $40.51B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Other · 12.83K acc. · $3.41M
Other · 43.40K acc. · $11.46M
Other · 3.38K acc. · $912,729
Other · 3.90K acc. · $1.06M
Other · 25.72K acc. · $6.91M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología