Position in L
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,469,741
+$292,745 QoQ
Shares Held
48,315
-0.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#155
of 781 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 72%
Shared 0%
None 28%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. L ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,133 | $48,771,138 | |
| 2 | PGR |
Progressive Corp/Oh/
|
81,743 | $17,856,758 | |
| 3 | MKL |
Markel Group Inc.
|
8,015 | $15,653,375 | |
| 4 | ALL |
Allstate Corp
|
44,496 | $10,587,378 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
31,783 | $10,482,351 | |
| 6 | ORI |
Old Republic International Corp
|
244,062 | $9,987,017 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
28,384 | $6,077,582 | |
| 8 | L |
Loews Corp
This page
|
48,315 | $5,469,741 |
All Filings in L
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,469,741 | 48,315 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,176,996 | 48,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,231,906 | 49,681 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,701,309 | 16,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,650,063 | 18,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,752,539 | 19,068 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,110,539 | 13,113 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $447,818 | 5,665 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||