Position in L
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,174,221
+$1,507,327 QoQ
Shares Held
48,475
+39.2% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35.35224342444559.ToString("F0")%
Shared 0.ToString("F0")%
None 64.64775657555441.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. L ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
This page
|
48,475 | $5,174,221 |
All Filings in L
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,174,221 | 48,475 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,666,894 | 34,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,548,585 | 35,348 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $3,344,123 | 36,484 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,777,887 | 30,224 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,617,767 | 30,910 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,471,893 | 31,270 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,403,638 | 32,160 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,512,247 | 32,089 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,013,107 | 43,298 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,722,330 | 43,000 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,581,723 | 43,478 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,486,737 | 42,860 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,716,719 | 46,575 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $2,049,520 | 41,122 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,303,008 | 21,988 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $1,395,574 | 21,530 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,103,042 | 19,097 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,042,089 | 19,323 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,020,698 | 18,677 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $902,271 | 17,595 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $779,791 | 17,321 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $598,985 | 17,237 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $646,263 | 18,847 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $971,304 | 27,887 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||