Position in L
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$977,341
+$17,429 QoQ
Shares Held
8,633
-4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#349
of 781 holders
Holding Since
Dec 2022
15 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, 2026Aureus Asset Management, LLC holds $1,933,946 across 4 Insurance - Property & Casualty names. L ranks #1 (50.5% of the industry book) .
All Filings in L
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $977,341 | 8,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $959,912 | 8,993 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $991,072 | 9,411 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $944,770 | 9,411 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $862,612 | 9,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $955,220 | 10,393 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $880,183 | 10,393 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $821,566 | 10,393 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $776,772 | 10,393 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $813,667 | 10,393 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $723,248 | 10,393 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $657,980 | 10,393 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $795,276 | 13,393 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $777,061 | 13,393 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $781,213 | 13,393 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||