Position in L
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$26,151
+$2,348 QoQ
Shares Held
231
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#665
of 772 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. L ranks #8 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
|
17 | $33,201 | |
| 8 | L |
Loews Corp
This page
|
231 | $26,151 |
All Filings in L
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,151 | 231 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $23,803 | 223 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $23,800 | 226 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $16,965 | 169 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $15,490 | 169 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,073 | 164 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,889 | 164 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $12,964 | 164 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,883 | 159 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $12,604 | 161 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $12,108 | 174 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,813 | 155 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $7,660 | 129 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,310 | 126 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $7,057 | 121 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,136 | 83 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $9,896 | 167 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,556 | 132 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $3,003 | 52 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||