Position in L
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$8,795,376
-$177,036 QoQ
Shares Held
82,400
-3.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HENNESSY ADVISORS INC holds $11,783,409 across 4 Insurance - Property & Casualty names.
All Filings in L
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,795,376 | 82,400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,972,412 | 85,200 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,115,412 | 90,800 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $8,982,680 | 98,000 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||