Position in L
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$344,443
+$49,160 QoQ
Shares Held
3,227
+15.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $20,437,055 across 42 Insurance - Property & Casualty names. L ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
68,133 | $13,506,681 | |
| 2 | CB |
Chubb Ltd
|
7,116 | $2,319,308 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,869 | $836,821 | |
| 4 | ALL |
Allstate Corp
|
2,937 | $608,950 | |
| 5 | ORI |
Old Republic International Corp
|
11,951 | $476,840 | |
| 6 | L |
Loews Corp
This page
|
3,227 | $344,443 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,071 | $325,865 | |
| 8 | WRB |
Berkley W R Corp
|
4,812 | $318,933 |
All Filings in L
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $344,443 | 3,227 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $295,283 | 2,804 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $298,959 | 2,978 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $266,912 | 2,912 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $139,608 | 1,519 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $98,067 | 1,158 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $88,533 | 1,120 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $83,107 | 1,112 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $84,236 | 1,076 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $77,660 | 1,116 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $66,347 | 1,048 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $63,950 | 1,077 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $62,254 | 1,073 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $62,586 | 1,073 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $42,113 | 845 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $25,302 | 427 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $25,407 | 392 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $17,441 | 302 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||