Position in BOW
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,137
+$38 QoQ
Shares Held
38
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 173 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BOW Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $14,472,762 across 40 Insurance - Property & Casualty names. BOW ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
18,260 | $6,027,991 | |
| 2 | CB |
Chubb Ltd
|
9,346 | $3,184,556 | |
| 3 | ALL |
Allstate Corp
|
4,857 | $1,155,674 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,207 | $1,137,469 | |
| 5 | ORI |
Old Republic International Corp
|
18,317 | $749,531 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,976 | $365,836 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
5,618 | $232,360 | |
| 8 | L |
Loews Corp
|
1,770 | $200,381 |
All Filings in BOW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137 | 38 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,099 | 49 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,111 | 74 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $703 | 26 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,050 | 28 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $325 | 0 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $284 | 0 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||