Position in L
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$452
+$26 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#768
of 781 holders
Holding Since
Sep 2023
12 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, 2026Asset Dedication, LLC holds $6,668,806 across 13 Insurance - Property & Casualty names. L ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
12,070 | $3,984,548 | |
| 2 | CB |
Chubb Ltd
|
3,670 | $1,250,515 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,663 | $1,237,082 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
207 | $68,270 | |
| 5 | MCY |
Mercury General Corp
|
273 | $29,107 | |
| 6 | CINF |
Cincinnati Financial Corp
|
151 | $27,956 | |
| 7 | ALL |
Allstate Corp
|
109 | $25,935 | |
| 8 | WRB |
Berkley W R Corp
|
311 | $21,934 |
All Filings in L
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $452 | 4 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $426 | 4 | Shares | Sole | 2026-05-29 | |
| 2025-12-31 | $8,951 | 85 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $8,533 | 85 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $7,791 | 85 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $7,812 | 85 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $7,198 | 85 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $6,719 | 85 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,352 | 85 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $6,654 | 85 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $5,915 | 85 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,381 | 85 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||