Position in L
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,176,996
-$54,910 QoQ
Shares Held
48,501
-2.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 62.5224222180986.ToString("F0")%
Shared 0.ToString("F0")%
None 37.4775777819014.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Focus Partners Wealth holds $152,147,863 across 20 Insurance - Property & Casualty names. L ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
143,065 | $46,629,175 | |
| 2 | ORI |
Old Republic International Corp
|
584,757 | $23,331,804 | |
| 3 | PGR |
Progressive Corp/Oh/
|
88,756 | $17,594,989 | |
| 4 | MKL |
Markel Group Inc.
|
8,262 | $15,814,045 | |
| 5 | ALL |
Allstate Corp
|
64,708 | $13,416,556 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
27,970 | $9,556,230 | |
| 7 | L |
Loews Corp
This page
|
48,501 | $5,176,996 | |
| 8 | CINF |
Cincinnati Financial Corp
|
27,202 | $4,280,234 |
All Filings in L
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,589,885 | 18,773 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $447,818 | 5,665 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||