Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$153,625
+$13,262 QoQ
Shares Held
1,357
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#609
of 781 holders
Holding Since
Mar 2022
17 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, 2026Allworth Financial LP holds $54,959,041 across 40 Insurance - Property & Casualty names. L ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
69,329 | $23,623,163 | |
| 2 | ALL |
Allstate Corp
|
61,418 | $14,613,798 | |
| 3 | AFG |
American Financial Group Inc
|
51,359 | $7,187,178 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,539 | $2,083,794 | |
| 5 | ORI |
Old Republic International Corp
|
43,944 | $1,798,188 | |
| 6 | CINF |
Cincinnati Financial Corp
|
8,175 | $1,513,519 | |
| 7 | ASIC |
Ategrity Specialty Insurance Co Holdings
|
45,644 | $1,097,281 | |
| 8 | MKL |
Markel Group Inc.
|
391 | $763,626 |
All Filings in L
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,625 | 1,357 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $140,363 | 1,315 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $146,275 | 1,389 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $117,556 | 1,171 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $116,041 | 1,266 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $53,767 | 585 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $46,833 | 553 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $35,809 | 453 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $41,107 | 550 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $35,621 | 455 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $21,572 | 310 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $18,802 | 297 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $16,863 | 284 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $16,419 | 283 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $408 | 7 | Shares | Sole | 2023-01-13 | |
| 2022-06-30 | $6,459 | 109 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $30,206 | 466 | Shares | Sole | 2022-04-22 | |
| No filing history on record for this holder in this stock. | ||||||