Position in L
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$209,437
+$104,676 QoQ
Shares Held
1,850
+49.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#588
of 781 holders
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. L ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,090 | $20,117,060 | |
| 2 | CB |
Chubb Ltd
|
4,141 | $1,411,004 | |
| 3 | ORI |
Old Republic International Corp
|
16,605 | $679,476 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
1,768 | $583,104 | |
| 5 | WRB |
Berkley W R Corp
|
7,113 | $501,679 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
213 | $441,632 | |
| 7 | TRV |
Travelers Companies, Inc.
|
727 | $239,997 | |
| 8 | ALL |
Allstate Corp
|
896 | $213,194 |
All Filings in L
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,437 | 1,850 | Shares | Sole | 2026-07-20 | |
| 2024-12-31 | $104,761 | 1,237 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $88,376 | 1,118 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $83,035 | 1,111 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $51,749 | 661 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $10,438 | 150 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $6,584 | 104 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $356 | 6 | Shares | Other | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||