Position in L
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,883,640
+$619,289 QoQ
Shares Held
17,647
+47.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Summit Trail Advisors, LLC holds $36,087,374 across 18 Insurance - Property & Casualty names. L ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
29,232 | $6,060,962 | |
| 2 | PGR |
Progressive Corp/Oh/
|
29,379 | $5,824,092 | |
| 3 | CB |
Chubb Ltd
|
15,658 | $5,103,411 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,492 | $2,476,946 | |
| 5 | L |
Loews Corp
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|
17,647 | $1,883,640 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
760 | $1,669,689 | |
| 7 | ORI |
Old Republic International Corp
|
41,410 | $1,652,259 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
9,427 | $1,634,170 |
All Filings in L
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,883,640 | 17,647 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,264,351 | 12,006 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $942,360 | 9,387 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $477,303 | 6,038 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $439,844 | 5,885 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $435,214 | 5,559 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $339,390 | 4,877 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||