Stocks / Insurance

ALLInsurance

The Allstate Corporation
$260.581d +1.1%5d +2.7%settled close · 2026-08-28
Mkt cap $54B (8/29)β -0.2752w $190–278Shares 259.5MInd. Fire, Marine & Casualty InsuranceNYSE since 1993Emp. 53,300HQ Northbrook, ILallstate.com
Who’s talkingIdea Scout · free

Who’s talking about ALL

2 longlatest 2021-05-26
DateVoiceStanceVenueThesis
2021-05-26Carl IcahnActivist investor — Icahn EnterprisesBullishCarl IcahnAllstate traded at ~7x earnings vs. Progressive's ~17x despite being a comparably strong insurer, with a…
2021-03-07Tom GaynerCEO, Markel GroupBullishThomas GaynerAllstate has delivered consistently strong ROE and raised its dividend 50% yet the stock barely reacted…
Idea Scout tracks who’s talking across television, podcasts, and interviews — every stance dated to the appearance it came from. Sign up free →
The options tape

Notable options days

Sessions in the last 120 where ALL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 19 of 120 sessions qualified.

The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
DateCloseRVOL Δ$ flow ($M)Call % LEAPS %+20 sess.
2026-08-28
2026-08-12
2026-08-06
2026-07-28
2026-07-15
2026-07-14
2026-07-07
2026-07-06
2026-07-02
2026-06-18
2026-04-30
2026-04-27
2026-04-20
2026-04-17
2026-04-16
2026-04-15
2026-04-14
2026-03-25
2026-03-20
+20 sess. = raw price change over the following 20 sessions — not market-adjusted; the tape tells you where to look, not what happens next.
Today’s tape on ALL is in this morning’s Brief. Get The Brief — $20/mo →
Play history The Playbook · coming

Has a validated strategy ever fired on ALL?

Has a validated strategy ever fired on ALL — and how did the trades resolve? Even “never fired” is information.

Fire-by-fire history — play, entry, exit, result — is Playbook member content (coming).
FiredPlayEntry ExitResult
Every play carries a written validation gate, a spec, and a changelog. How plays are validated