Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$290,610
-$832,769 QoQ
Shares Held
2,567
-81.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#538
of 781 holders
Holding Since
Mar 2020
12 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, 2026Edgestream Partners, L.P. holds $42,081,862 across 12 Insurance - Property & Casualty names. L ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
6,578 | $13,638,758 | |
| 2 | PGR |
Progressive Corp/Oh/
|
26,143 | $5,710,938 | |
| 3 | CNA |
Cna Financial Corp
|
112,227 | $5,455,354 | |
| 4 | AIZ |
Assurant, Inc.
|
19,275 | $5,175,915 | |
| 5 | CINF |
Cincinnati Financial Corp
|
27,405 | $5,073,761 | |
| 6 | HMN |
Horace Mann Educators Corp /De/
|
60,480 | $3,123,792 | |
| 7 | WRB |
Berkley W R Corp
|
12,700 | $895,731 | |
| 8 | TRV |
Travelers Companies, Inc.
|
2,491 | $822,328 |
All Filings in L
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,610 | 2,567 | Shares | Sole | 2026-08-11 | |
| 2024-09-30 | $1,123,379 | 14,211 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,143,148 | 15,295 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $4,309,081 | 55,040 | Shares | Sole | 2024-05-10 | |
| 2023-09-30 | $350,927 | 5,543 | Shares | Sole | 2023-11-15 | |
| 2022-12-31 | $4,289,121 | 73,532 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,578,350 | 192,182 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $2,292,348 | 42,506 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,397,916 | 31,051 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $704,764 | 20,281 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $2,982,441 | 86,977 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,954,798 | 56,124 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||