13F-HR: Allstate Corp's Q1 2024 13F Filing Reveals $1.4 Billion in Holdings

Allstate Corp's latest 13F filing discloses \$1.4 billion in managed securities as of March 31, 2024, showcasing a diverse portfolio across various sectors.

Summary

• Allstate Corp filed its Form 13F for the quarter ended March 31, 2024.
• The filing reveals total holdings valued at \$1,408,101,208.
• The report includes holdings from Allstate Corp and two other included managers: Allstate Investment Management Co and Allstate Investments LLC.
• The filing lists 277 holdings in total.
• The largest holdings include investments in ISHARES TRUST ISHARES 1-5 YEAR (464288646) and ISHARES TRUST ISHARES 5-10 YEA (464288638).

Sentiment

Score: 7

Explanation: The document is a standard regulatory filing, providing factual information about Allstate's holdings. The sentiment is neutral, reflecting the objective nature of the report.

Positives

• The filing provides a comprehensive overview of Allstate's investment portfolio.
• The portfolio is diversified across various sectors and asset classes.
• The inclusion of multiple managers suggests a structured approach to investment management.

Industry Context

13F filings are a standard requirement for institutional investment managers with over \$100 million in assets under management, providing transparency into their investment positions.

Comparison to Industry Standards

• Comparing Allstate's holdings to other insurance companies and large institutional investors can provide insights into their investment strategies and risk management approaches.
• For example, similar filings from companies like Berkshire Hathaway or State Farm can be used as benchmarks.
• Analyzing the concentration of investments in specific sectors, such as real estate or technology, can reveal Allstate's strategic bets relative to industry peers.

Stakeholder Impact

• Shareholders can use this information to understand Allstate's investment strategy.
• The holdings reflect Allstate's approach to managing its assets to meet its obligations.

Key Dates