Position in L
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,179,534
New position
Shares Held
10,419
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#323
of 781 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 16%
Shared 0%
None 84%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. L ranks #3 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
200,378 | $68,276,799 | |
| 2 | WRB |
Berkley W R Corp
|
23,856 | $1,682,563 | |
| 3 | L |
Loews Corp
This page
|
10,419 | $1,179,534 | |
| 4 | ALL |
Allstate Corp
|
4,805 | $1,143,301 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,839 | $607,090 | |
| 6 | PGR |
Progressive Corp/Oh/
|
2,623 | $572,994 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
682 | $224,930 |
All Filings in L
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,179,534 | 10,419 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||