Position in L
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$576,465
+$131,573 QoQ
Shares Held
5,092
+22.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#422
of 781 holders
Holding Since
Dec 2021
18 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, 2026NewEdge Advisors, LLC holds $70,248,848 across 21 Insurance - Property & Casualty names. L ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
99,590 | $33,934,296 | |
| 2 | ALL |
Allstate Corp
|
49,772 | $11,842,749 | |
| 3 | PGR |
Progressive Corp/Oh/
|
38,391 | $8,386,513 | |
| 4 | CINF |
Cincinnati Financial Corp
|
19,281 | $3,569,684 | |
| 5 | TRV |
Travelers Companies, Inc.
|
8,459 | $2,792,485 | |
| 6 | MKL |
Markel Group Inc.
|
1,266 | $2,472,510 | |
| 7 | WRB |
Berkley W R Corp
|
34,493 | $2,432,791 | |
| 8 | ORI |
Old Republic International Corp
|
27,780 | $1,136,757 |
All Filings in L
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,465 | 5,092 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $444,892 | 4,168 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $428,927 | 4,073 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $410,795 | 4,092 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $369,756 | 4,034 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $366,353 | 3,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $350,362 | 4,137 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $317,781 | 4,020 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $306,135 | 4,096 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $338,056 | 4,318 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $723,944 | 10,403 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $233,993 | 3,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $249,158 | 4,196 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $243,451 | 4,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $301,449 | 5,168 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $247,854 | 4,973 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $270,344 | 4,562 | Shares | Sole | 2022-08-09 | |
| 2021-12-31 | $303,413 | 5,253 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||