Position in L
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$239,552
+$15,398 QoQ
Shares Held
2,116
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 781 holders
Holding Since
Sep 2024
6 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, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. L ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
This page
|
2,116 | $239,552 |
All Filings in L
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,552 | 2,116 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $224,154 | 2,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $212,515 | 2,018 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $202,486 | 2,017 | Shares | Sole | 2025-11-04 | |
| 2024-12-31 | $215,281 | 2,542 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $200,312 | 2,534 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||