Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,415
+$938 QoQ
Shares Held
145
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
of 781 holders
Holding Since
Dec 2020
19 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, 2026IMA Advisory Services, Inc. holds $1,105,129 across 9 Insurance - Property & Casualty names. L ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,843 | $914,403 | |
| 2 | TRV |
Travelers Companies, Inc.
|
311 | $102,667 | |
| 3 | CB |
Chubb Ltd
|
117 | $39,866 | |
| 4 | L |
Loews Corp
This page
|
145 | $16,415 | |
| 5 | TKOMY |
Tokio Marine Holdings, Inc.
|
285 | $12,628 | |
| 6 | ORI |
Old Republic International Corp
|
175 | $7,161 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 8 | AIZ |
Assurant, Inc.
|
18 | $4,833 |
All Filings in L
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,415 | 145 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,477 | 145 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,269 | 145 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,556 | 145 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $13,290 | 145 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $19,484 | 212 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $16,758 | 212 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $13,421 | 212 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $12,588 | 212 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $21,757 | 375 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $21,873 | 375 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $18,690 | 375 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $22,222 | 375 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $24,307 | 375 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $21,660 | 375 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,223 | 375 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $20,493 | 375 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $19,230 | 375 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $16,882 | 375 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||