Position in L
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$32,151
+$1,837 QoQ
Shares Held
284
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#667
of 781 holders
Holding Since
Mar 2020
5 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. L ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
2,198 | $4,292,715 | |
| 2 | CB |
Chubb Ltd
|
1,810 | $616,739 | |
| 3 | ALL |
Allstate Corp
|
1,511 | $359,527 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
1,817 | $229,650 | |
| 5 | TRV |
Travelers Companies, Inc.
|
668 | $220,520 | |
| 6 | AIZ |
Assurant, Inc.
|
600 | $161,118 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
469 | $154,680 | |
| 8 | WRB |
Berkley W R Corp
|
1,390 | $98,036 |
All Filings in L
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,151 | 284 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $30,314 | 284 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $29,908 | 284 | Shares | Sole | 2026-01-07 | |
| 2024-06-30 | $224 | 3 | Shares | Sole | 2024-07-19 | |
| 2020-03-31 | $6,791 | 195 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||