Position in L
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$56,605
-$8,826 QoQ
Shares Held
500
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#646
of 781 holders
Holding Since
Sep 2021
20 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, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. L ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
31,756 | $10,820,539 | |
| 2 | ALL |
Allstate Corp
|
35,842 | $8,528,245 | |
| 3 | AIZ |
Assurant, Inc.
|
2,605 | $699,520 | |
| 4 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 5 | MKL |
Markel Group Inc.
|
51 | $99,603 | |
| 6 | L |
Loews Corp
This page
|
500 | $56,605 | |
| 7 | PGR |
Progressive Corp/Oh/
|
61 | $13,325 | |
| 8 | ORI |
Old Republic International Corp
|
281 | $11,498 |
All Filings in L
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,605 | 500 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $65,431 | 613 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $589,420 | 5,597 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $532,769 | 5,307 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $486,439 | 5,307 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $514,512 | 5,598 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $474,094 | 5,598 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $442,521 | 5,598 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $418,394 | 5,598 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $438,267 | 5,598 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $389,564 | 5,598 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $353,459 | 5,583 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $329,796 | 5,554 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $322,243 | 5,554 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $336,214 | 5,764 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $287,277 | 5,764 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $341,989 | 5,771 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $375,048 | 5,786 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $334,199 | 5,786 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $312,038 | 5,786 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||