Position in L
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$26,038
+$848 QoQ
Shares Held
230
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#676
of 781 holders
Holding Since
Jun 2022
17 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, 2026PRIVATE TRUST CO NA holds $11,119,557 across 22 Insurance - Property & Casualty names. L ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
10,780 | $3,673,177 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,690 | $1,679,880 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,523 | $1,493,132 | |
| 4 | CINF |
Cincinnati Financial Corp
|
7,816 | $1,447,054 | |
| 5 | ALL |
Allstate Corp
|
5,990 | $1,425,260 | |
| 6 | WRB |
Berkley W R Corp
|
5,962 | $420,499 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
1,257 | $414,571 | |
| 8 | RLI |
Rli Corp
|
2,200 | $129,954 |
All Filings in L
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,038 | 230 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $25,190 | 236 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $31,487 | 299 | Shares | Defined | 2026-01-26 | |
| 2025-09-30 | $3,011 | 30 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $1,466 | 16 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $1,470 | 16 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $4,234 | 50 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $1,264 | 16 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,195 | 16 | Shares | Defined | 2024-07-23 | |
| 2024-03-31 | $1,252 | 16 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $7,515 | 108 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $6,837 | 108 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $6,413 | 108 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $6,266 | 108 | Shares | Defined | 2023-04-12 | |
| 2022-12-31 | $6,299 | 108 | Shares | Defined | 2023-01-18 | |
| 2022-09-30 | $5,382 | 108 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $12,918 | 218 | Shares | Defined | 2022-09-16 | |
| No filing history on record for this holder in this stock. | ||||||