Position in L
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$11,870,875
+$474,859 QoQ
Shares Held
111,213
+2.8% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 2.022245600784081.ToString("F0")%
Shared 0.ToString("F0")%
None 97.97775439921593.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $607,212,386 across 35 Insurance - Property & Casualty names. L ranks #9 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
543,222 | $177,052,346 | |
| 2 | TRV |
Travelers Companies, Inc.
|
389,297 | $113,550,148 | |
| 3 | PGR |
Progressive Corp/Oh/
|
503,744 | $99,862,210 | |
| 4 | ALL |
Allstate Corp
|
368,025 | $76,306,303 | |
| 5 | CINF |
Cincinnati Financial Corp
|
148,969 | $23,440,272 | |
| 6 | ORI |
Old Republic International Corp
|
474,798 | $18,944,440 | |
| 7 | MKL |
Markel Group Inc.
|
8,993 | $17,213,230 | |
| 8 | WRB |
Berkley W R Corp
|
244,510 | $16,206,122 |
All Filings in L
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,870,875 | 111,213 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $11,396,016 | 108,214 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $9,783,206 | 97,452 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,872,553 | 53,159 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $4,564,158 | 49,659 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,437,567 | 40,590 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,229,508 | 40,854 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,838,828 | 24,603 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,657,007 | 21,165 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,548,516 | 22,252 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,272,620 | 51,692 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,048,391 | 51,337 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,251,085 | 21,563 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,304,142 | 22,358 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,085,365 | 21,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,327,601 | 22,403 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,358,303 | 20,955 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,011,781 | 17,517 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $610,110 | 11,313 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $469,334 | 8,588 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $430,136 | 8,388 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $518,270 | 11,512 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $446,051 | 12,836 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $615,471 | 17,949 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $498,347 | 14,308 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||