Triad Expands Stakes Across Allstate, MediaAlpha, Visa, Amgen

Triad Investment Management expanded its holdings across several public companies in the first quarter, adding to positions in Allstate, MediaAlpha, Visa, and Amgen. In Allstate, Triad opened a new stake of 2,001 shares valued around $414,000. The fund also boosted its MediaAlpha exposure by about 21.2%, reaching 333,864 shares worth roughly $3.1 million, making MediaAlpha a meaningful but not top 10 holding. Triad increased its Visa stake by 12.7%, holding 14,321 shares valued at about $4.33 million, as Visa remained a mid-to-large allocation in its portfolio. For Amgen, Triad purchased 1,503 shares worth approximately $542,000 in the quarter. Overall, these moves highlight Triad’s strategy of moderately expanding positions in diversified, large-cap names with incremental capital deployment across several sectors.