Position in L
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$809,564
+$61,851 QoQ
Shares Held
7,151
+2.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#378
of 781 holders
Holding Since
Mar 2020
23 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $25,574,513 across 14 Insurance - Property & Casualty names. L ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
17,490 | $5,959,542 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
14,262 | $4,703,750 | |
| 3 | TRV |
Travelers Companies, Inc.
|
11,218 | $3,703,286 | |
| 4 | PGR |
Progressive Corp/Oh/
|
16,528 | $3,610,541 | |
| 5 | ALL |
Allstate Corp
|
10,833 | $2,577,604 | |
| 6 | ORI |
Old Republic International Corp
|
20,779 | $850,276 | |
| 7 | L |
Loews Corp
This page
|
7,151 | $809,564 | |
| 8 | CINF |
Cincinnati Financial Corp
|
4,187 | $775,181 |
All Filings in L
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,564 | 7,151 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $747,713 | 7,005 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $652,500 | 6,196 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $583,567 | 5,813 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $512,196 | 5,588 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $470,027 | 5,114 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $440,133 | 5,197 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $383,708 | 4,854 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $371,084 | 4,965 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $393,720 | 5,029 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $418,444 | 6,013 | Shares | Defined | 2024-02-14 | |
| 2022-12-31 | $399,502 | 6,849 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $332,233 | 6,666 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $398,345 | 6,722 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $436,627 | 6,736 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $382,544 | 6,623 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $376,754 | 6,986 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $407,525 | 7,457 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $348,293 | 6,792 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $298,527 | 6,631 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $228,863 | 6,586 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $225,388 | 6,573 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $250,183 | 7,183 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||