Position in L
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,317,602
+$2,304,273 QoQ
Shares Held
38,138
+102.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#180
of 781 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. L ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in L
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,317,602 | 38,138 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,013,329 | 18,862 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,522,490 | 23,953 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,198,541 | 21,900 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,485,625 | 16,208 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,417,619 | 15,424 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,226,819 | 14,486 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $896,901 | 11,346 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $870,870 | 11,652 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $845,610 | 10,801 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $763,959 | 10,978 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $682,545 | 10,781 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||