$ALL

Allstate Corp

$ALL

Allstate Corp

Past 12mo:4mentions2voices

All voices4 mentions since Dec 2025calls only

Loading price chart…

About this stock

$ALL appears in 4 mentions from 2 distinct FinTwit voices over the past 12 months, with the first mention on December 15, 2025, and most recent on May 19, 2026. James East (@acipartnerhship) accounts for 3 of these mentions, while Serenity (@aleabitoreddit) contributed 1. The macro category dominated discussions of this ticker. $ALL was mentioned alongside insurance sector peers in contexts relating to interest rate environments and earnings announcements, appearing most prominently in discussions of how insurance companies benefit from higher yields on bond portfolios in a higher-rate scenario.

AI-generated from tracked posts · updated Jul 10, 2026

Related stocks

$AMTAmerican Tower

$KRESPDR(R) S&P REGIONAL BANKING(SM) ETF

$DALDelta Air Lines

$WFCWells Fargo &

Recent mentions

4 mentions

@acipartnerhshipMay 19, 2026 · 3:26 PM

We have been in the #H4L camp going on 3+ years. With that theme, probability was that #insurance and #banks would have some tailwinds. Seems to be holding. New ATHs for Aflac $AFL and Allstate $ALL, others may follow.

Open on X

@aleabitoredditMar 22, 2026 · 3:02 AM

JPM is projecting 0 rate cuts in 2026 (Mar 19th). Derivatives show~37% 0 rate cuts. Here's the traditional winners and losers: 1. Banks / Stablecoins: $CRCL, $JPM, $BAC, $WFC - Interest from treasury, CCs, mortgage 2. High Cash vs. MC: Berkshire < $BRK.B >, $ETOR, $VLN, and others - Companies that sit on large piles of cash relative to MC, where interest rates make material difference to operational income. - This is beneficial to a lot of brokerages, but also very nuanced eg. $HOOD. 3. Insurance: $PGR, $MET, $ALL - Higher yields on bond portfolios 4. Value/Cyclical Stocks: $XOM, $CAT, $DE - Strong cash flow today + underlying commodities boost as well. Losers: 1. Telecommunications & Heavy Industrials: $T, $VZ, $ATUS - Companies that carry massive debt loads to build out optic cables, 5G, etc. 2. Utilities: $NEE, $DUK, $SO, $XLU - Utilities carry heavy debt to maintain power grids and partly bond proxies 3. Real Estate + REITs: $AMT, $O, $BXP - Higher rates drive down the valuation of the physical properties themselves and harder borrowing for buying homes. Then government bonds > dividend yields. 4. Unprofitable / Speculative Tech: $ARKK Nuanced: Historically Mag7 like $NVDA, $AAPL, $MSFT, $AMZN were neutral-winner as they were typically sitting on loads of cash. But for the first time, some are going into debt for the AI buildout and are scaling like startups again (eg. $META 33%+ Y/Y revenue growth): -> Cash-rich companies like $AAPL are likely to be fine, $MSFT + $GOOGL (largely funded by operational income) -> While $META, $ORCL, and others may face more challenges (projected to take on debt long term) However, despite short term volatility from projections + War in Iran: One TACO could flip all the projections. So, I would not bet on high interest rates or rate hikes or this trade. And I don't think markets will either long term.

Open on X

@acipartnerhshipFeb 4, 2026 · 11:08 PM

Still seems relevant with today's Chubb $CB and Allstate $ALL earnings announcements. $AIG $BRK, others

Open on X

@acipartnerhshipDec 15, 2025 · 8:32 PM

What do we have here? #Insurance making new highs today. We were told it was a soft market. $CB ATH $MKL ATH $ORI ATH (with dividend) Others very close, $MCY $TRV $ALL

Open on X

Frequently asked

Who mentions $ALL most on Surfaced?

@acipartnerhship (James East) mentions $ALL most — 3 mentions in the past 12 months.

When was $ALL first mentioned on Surfaced?

The earliest tracked mention of $ALL in the Surfaced archive was on Dec 15, 2025.

How many voices track $ALL?

2 FinTwit voices have mentioned $ALL 4 times in the past 12 months.

What kind of voices mention $ALL most?

$ALL is mentioned most by Macro voices on Surfaced.