Position in L
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$338,384
+$46,024 QoQ
Shares Held
2,989
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#514
of 781 holders
Holding Since
Dec 2020
11 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, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. L ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in L
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,384 | 2,989 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $292,360 | 2,739 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $276,544 | 2,626 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $260,110 | 2,591 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $245,923 | 2,683 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $294,479 | 3,204 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $279,985 | 3,306 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $246,873 | 3,123 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $200,602 | 2,684 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $206,137 | 2,633 | Shares | Sole | 2024-04-29 | |
| 2020-12-31 | $27,372 | 608 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||