Position in L
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$346,422
+$77,438 QoQ
Shares Held
3,060
+21.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 781 holders
Holding Since
Mar 2025
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, 2026Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. L ranks #9 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,499 | $3,211,951 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,514 | $2,078,333 | |
| 3 | CB |
Chubb Ltd
|
5,335 | $1,817,847 | |
| 4 | CINF |
Cincinnati Financial Corp
|
9,183 | $1,700,139 | |
| 5 | TRV |
Travelers Companies, Inc.
|
4,576 | $1,510,628 | |
| 6 | WRB |
Berkley W R Corp
|
18,538 | $1,307,484 | |
| 7 | MKL |
Markel Group Inc.
|
247 | $482,393 | |
| 8 | RLI |
Rli Corp
|
6,552 | $387,026 |
All Filings in L
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $346,422 | 3,060 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $268,984 | 2,520 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $274,121 | 2,603 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $250,573 | 2,496 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $214,942 | 2,345 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $216,356 | 2,354 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||