Position in L
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$113
+$55 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#776
of 781 holders
Holding Since
Sep 2021
5 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, 2026Plante Moran Financial Advisors, LLC holds $179,606 across 16 Insurance - Property & Casualty names. L ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
431 | $102,552 | |
| 2 | PGR |
Progressive Corp/Oh/
|
148 | $32,330 | |
| 3 | CB |
Chubb Ltd
|
87 | $29,644 | |
| 4 | TRV |
Travelers Companies, Inc.
|
12 | $3,961 | |
| 5 | RLI |
Rli Corp
|
60 | $3,544 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
8 | $2,638 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
11 | $1,390 | |
| 8 | MCY |
Mercury General Corp
|
7 | $746 |
All Filings in L
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $113 | 1 | Shares | Sole | 2026-08-06 | |
| 2022-12-31 | $58 | 1 | Shares | Sole | 2023-02-09 | |
| 2022-03-31 | $2,787 | 43 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,837 | 153 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,318 | 43 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||