Position in L
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$49,472
+$2,187 QoQ
Shares Held
437
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#650
of 781 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. L ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
7,130 | $2,353,755 | |
| 2 | CB |
Chubb Ltd
|
6,254 | $2,130,987 | |
| 3 | WRB |
Berkley W R Corp
|
24,854 | $1,752,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
7,294 | $1,593,374 | |
| 5 | ALL |
Allstate Corp
|
5,024 | $1,195,410 | |
| 6 | MKL |
Markel Group Inc.
|
488 | $953,068 | |
| 7 | AIZ |
Assurant, Inc.
|
1,581 | $424,545 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,976 | $423,101 |
All Filings in L
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,472 | 437 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $47,285 | 443 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $45,388 | 431 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $42,665 | 425 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $38,955 | 425 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $40,716 | 443 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $37,094 | 438 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $39,525 | 500 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $37,893 | 507 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $38,596 | 493 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $34,168 | 491 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $21,778 | 344 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $25,770 | 434 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $25,876 | 446 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $26,015 | 446 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $22,178 | 445 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $29,452 | 497 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $32,928 | 508 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $28,360 | 491 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $27,450 | 509 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $29,729 | 544 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $27,383 | 534 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $14,586 | 324 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $13,170 | 379 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $10,424 | 304 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $11,911 | 342 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||