Position in L
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$857,335
+$98,998 QoQ
Shares Held
8,032
+11.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026RITHOLTZ WEALTH MANAGEMENT holds $50,937,479 across 14 Insurance - Property & Casualty names. L ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
580,251 | $23,152,014 | |
| 2 | TRV |
Travelers Companies, Inc.
|
39,871 | $11,629,573 | |
| 3 | MCY |
Mercury General Corp
|
40,483 | $3,568,576 | |
| 4 | CB |
Chubb Ltd
|
9,746 | $3,176,513 | |
| 5 | ALL |
Allstate Corp
|
15,221 | $3,155,922 | |
| 6 | PGR |
Progressive Corp/Oh/
|
9,188 | $1,821,429 | |
| 7 | MKL |
Markel Group Inc.
|
476 | $911,097 | |
| 8 | L |
Loews Corp
This page
|
8,032 | $857,335 |
All Filings in L
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $857,335 | 8,032 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $758,337 | 7,201 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $673,817 | 6,712 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $614,763 | 6,707 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $650,447 | 7,077 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $512,459 | 6,051 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $420,308 | 5,317 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $295,148 | 3,949 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $313,786 | 4,008 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $286,571 | 4,118 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $256,152 | 4,046 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $248,505 | 4,185 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||