Position in L
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,128,703
+$66,640 QoQ
Shares Held
9,970
+0.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#327
of 781 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Summit Global Investments holds $14,839,498 across 7 Insurance - Property & Casualty names. L ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
31,220 | $6,820,009 | |
| 2 | ALL |
Allstate Corp
|
17,019 | $4,049,500 | |
| 3 | MCY |
Mercury General Corp
|
11,839 | $1,262,274 | |
| 4 | L |
Loews Corp
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|
9,970 | $1,128,703 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,511 | $828,931 | |
| 6 | CB |
Chubb Ltd
|
1,525 | $519,628 | |
| 7 | HCI |
HCI Group, Inc.
|
1,315 | $230,453 |
All Filings in L
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,128,703 | 9,970 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,062,063 | 9,950 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $796,143 | 7,560 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $1,148,260 | 11,438 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,091,762 | 11,911 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,832,022 | 30,813 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $275,496 | 3,253 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $517,224 | 6,543 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $3,459,490 | 46,287 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,130,188 | 52,755 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,163,901 | 31,095 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||