Position in L
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$410,273
+$202,878 QoQ
Shares Held
3,624
+86.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#481
of 781 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,551,513 across 9 Insurance - Property & Casualty names. L ranks #5 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,901 | $957,678 | |
| 2 | CB |
Chubb Ltd
|
2,214 | $754,398 | |
| 3 | MKL |
Markel Group Inc.
|
373 | $728,472 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
2,510 | $537,441 | |
| 5 | L |
Loews Corp
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|
3,624 | $410,273 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,511 | $330,077 | |
| 7 | AFG |
American Financial Group Inc
|
2,222 | $310,946 | |
| 8 | WRB |
Berkley W R Corp
|
4,331 | $305,465 |
All Filings in L
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,273 | 3,624 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $207,395 | 1,943 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $210,198 | 1,996 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $200,378 | 1,996 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||