Position in L
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$531,860
+$163,181 QoQ
Shares Held
4,698
+36.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#438
of 781 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $14,021,725 across 17 Insurance - Property & Casualty names. L ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
8,333 | $2,839,386 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,713 | $1,885,975 | |
| 3 | ALL |
Allstate Corp
|
6,671 | $1,587,297 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,116 | $1,095,437 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
523 | $1,084,382 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,427 | $748,628 | |
| 7 | PRCH |
Porch Group, Inc.
|
43,123 | $648,569 | |
| 8 | WRB |
Berkley W R Corp
|
7,816 | $551,262 |
All Filings in L
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $531,860 | 4,698 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $368,679 | 3,454 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $300,133 | 2,850 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $264,226 | 2,632 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||