ALL at a glance
Allstate (ALL, SEC CIK 899051) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Allstate (ALL) reported revenue of $67.7 billion (up 5.6% from FY2024) and net income of $10.3 billion. Diluted EPS was $38.06.
- As of June 30, 2026, 57 institutional investment managers tracked by SignalX reported holding Allstate (ALL) shares worth $28.2 billion in 13F-HR filings.
- In the last 90 days, ALL insiders reported 0 open-market purchases ($0) and 5 open-market sales ($23.8M) on Form 4, a net sale of $23.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $67.7B
- +5.6% vs prior year
- Insiders · 90 days
- 0 buys · 5 sells
- Net −$23.8M
- 13F holders
- 57 funds
- $28.2B · +3 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Risk Factors
- Regulatory risk Michigan Catastrophic Claims Association (MCCA) unlimited PIP reserves with high severity on limited catastrophic claims
- Macroeconomic risk Supply chain disruptions and labor shortages increasing auto repair costs, impacting loss development and reserve variability
- Operational risk Estimation complexity in catastrophe reserves due to delayed inspections and use of satellite, drone data
- Competitive risk Litigation and attorney representation trends influencing injury claim severity, affecting Allstate protection segment loss costs
- Financial risk Reserve reestimates variability up to 19% standard deviation on auto physical damage reserves totaling $564 million
Business Overview
- Core business model focused on insurance and financial services with equity compensation plans for directors and employees
- Emphasis on comprehensive equity compensation plans including stock options, RSUs, and PSAs totaling 7.62 million securities outstanding
- Strategic governance compliance highlighted by Global Code of Business Conduct and Insider Trading Policy updates for all employees and officers
- Equity compensation plan reserve increased to 8.81 million shares available for future issuance under stockholder-approved plans
- PSA awards measured over three-year performance periods, with 2023 PSA grant partially earned, reflecting performance-based compensation focus
Management Discussion & Analysis
- Profitability measures include underwriting income for Property-Liability and adjusted net income for Protection Services, no % margins provided
- No explicit segment profitability ranking or dollar results detailed for best or worst performing segments
- Management highlights risks from U.S. fiscal/monetary policies, Russia/Ukraine conflict, supply chain, labor shortages impacting operations and liquidity
AI summary of the ALL 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No Risk Factors section provided in the excerpt
- New $4.00 billion share-repurchase authorization, expiring February 29, 2028
- $2.60 billion remaining under repurchase plans as of June 30, 2026
- No director or officer adopted, modified, or terminated a Rule 10b5-1 arrangement during the quarter
AI summary of the ALL 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- August 2026 estimated catastrophe-loss release available on allstateinvestors.com
- Exhibit 99 contains the substantive loss disclosure and is furnished under Regulation FD
Item EX-99.1: Item EX-99.1
- August catastrophe losses estimated at $748 million, or $591 million after tax
- 21 catastrophe events in August, with approximately 50% of losses from one wind-and-hail event
Item 7.01: Regulation FD Disclosure
- July 2026 monthly release covers Allstate’s estimated catastrophe losses
- Disclosure is furnished under Regulation FD, not filed as part of the 8-K
Item EX-99.1: Item EX-99.1
- July catastrophe losses estimated at $682 million, or $539 million after tax
- 23 catastrophe events, with approximately 75% of losses from two wind and hail events
Item 2.02: Results of Operations and Financial Condition
- Second-quarter 2026 results announced August 5, 2026
- Investor supplement accompanies the earnings release with additional financial detail
AI summaries of ALL 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ALL
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- Fund moves. Which tracked funds opened, added or cut ALL, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Merten Jesse E | F | Oct 3, 2026 | 8 | $223.74 |
| Merten Jesse E | M | Oct 3, 2026 | 18 | - |
| Merten Jesse E | M | Oct 3, 2026 | 18 | - |
| Jeevanjee Zulfikar | F | Oct 3, 2026 | 1,045 | $223.74 |
| Dugenske John E | M | Oct 3, 2026 | 1,581 | - |
| Jeevanjee Zulfikar | M | Oct 3, 2026 | 2,371 | - |
| Dugenske John E | M | Oct 3, 2026 | 1,581 | - |
| Jeevanjee Zulfikar | M | Oct 3, 2026 | 2,371 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | $57.1B | $64.1B | $67.7B |
| Net Income | -$188.0M | $4.7B | $10.3B |
| Net Margin | -0.3% | 7.3% | 15.2% |
| Balance Sheet | |||
| Total Assets | $103.4B | $111.6B | $119.8B |
| Equity | $17.8B | $21.4B | $30.6B |
| ROE | -1.1% | 21.8% | 33.6% |
| Per Share | |||
| EPS | - | $16.99 | $38.06 |
| Cash Flow | |||
| Operating CF | $4.2B | $8.9B | $10.1B |
| CapEx | $267.0M | $210.0M | $228.0M |
Source: XBRL data in Allstate (ALL)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ALL share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 57 | $28.15B |
| Q1 2026 | 54 | $25.43B |
| Q4 2025 | 51 | $24.31B |
| Q3 2025 | 54 | $26.18B |
| Q2 2025 | 52 | $25.21B |
| Q1 2025 | 51 | $18.12B |
| Q4 2024 | 46 | $13.62B |
| Q3 2024 | 41 | $6.64B |
- BlackRock+971.5K (+4%)
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- Two Sigma Investments−373.9K (-82%)
- AQR Capital Management−313.4K (-22%)
- Goldman Sachs Group−202.7K (-7%)
- Renaissance Technologies LLC−317.7K
Source: 13F-HR filings on SEC EDGAR (aggregated from 406 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ALL filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 6, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 4 | Sep 8, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 13F-HR | Aug 13, 2026 | Jun 30, 2026 | - | |
| 4 | Aug 12, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 16, 2026 | - | Analysis | - |
| 8-K | Jul 14, 2026 | - | Analysis | - |
| 4 | Jul 7, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 6, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 18, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - |
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ALL SEC filings: frequently asked questions
Are ALL insiders buying or selling?
In the last 90 days, Allstate (ALL) officers, directors and 10% owners reported no open-market purchases and 5 open-market sales worth $23.8 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ALL stock?
As of June 30, 2026, the largest Allstate (ALL) holders among the 13F filers tracked by SignalX were BlackRock ($5.4 billion), Vanguard Capital Management LLC ($4.0 billion), Vanguard Portfolio Management LLC ($3.2 billion), State Street Corp ($3.0 billion), Franklin Resources ($2.1 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ALL's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Allstate (ALL) reported revenue of $67.7 billion (up 5.6% from FY2024) and net income of $10.3 billion. Diluted EPS was $38.06. The figures come from the XBRL data in the 10-K.
What are the main risks in ALL's latest 10-K?
In the 10-K filed February 20, 2026, Allstate (ALL) flagged: Regulatory risk Michigan Catastrophic Claims Association (MCCA) unlimited PIP reserves with high severity on limited catastrophic claims. Macroeconomic risk Supply chain disruptions and labor shortages increasing auto repair costs, impacting loss development and reserve variability. (AI summary of the Risk Factors section.)
What did ALL report in its latest 8-K?
Allstate (ALL) filed an 8-K on September 17, 2026 reporting Item 7.01 (Regulation FD Disclosure). August 2026 estimated catastrophe-loss release available on allstateinvestors.com.
What are the latest ALL SEC filings?
Allstate (ALL) filed its latest 10-K annual report on February 20, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on October 6, 2026.
What is ALL's SEC CIK number?
Allstate (ALL)'s SEC Central Index Key (CIK) is 899051. EDGAR lists every ALL filing under that number.
Ask anything about ALL
The research agent reads ALL's filings, financials, insider trades and 13F holders, then answers with sources.