Position in L
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$487,482
+$136,948 QoQ
Shares Held
4,306
+31.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#454
of 781 holders
Holding Since
Sep 2025
4 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, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. L ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
This page
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in L
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $487,482 | 4,306 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $350,534 | 3,284 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $287,390 | 2,729 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $221,761 | 2,209 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||