Position in L
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$373,366
+$43,326 QoQ
Shares Held
3,298
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#495
of 781 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SUMMITRY LLC holds $3,513,840 across 5 Insurance - Property & Casualty names. L ranks #3 (10.6% of the industry book) .
All Filings in L
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,366 | 3,298 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $330,040 | 3,092 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $298,659 | 2,836 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $224,070 | 2,232 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||