Position in L
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$13,175,266
+$1,304,391 QoQ
Shares Held
116,379
+4.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. L ranks #10 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
576,647 | $196,486,698 | |
| 2 | TRV |
Travelers Companies, Inc.
|
409,993 | $135,346,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
444,022 | $96,996,605 | |
| 4 | ALL |
Allstate Corp
|
374,144 | $89,023,823 | |
| 5 | CINF |
Cincinnati Financial Corp
|
150,719 | $27,904,115 | |
| 6 | ORI |
Old Republic International Corp
|
426,745 | $17,462,405 | |
| 7 | MKL |
Markel Group Inc.
|
8,779 | $17,145,474 | |
| 8 | WRB |
Berkley W R Corp
|
231,781 | $16,347,513 |
All Filings in L
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,175,266 | 116,379 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||