Position in L
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$38,944
+$19,091 QoQ
Shares Held
344
+84.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 781 holders
Holding Since
Mar 2025
6 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 Jun 30, 2026Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. L ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
248,473 | $10,167,515 | |
| 2 | ALL |
Allstate Corp
|
655 | $155,850 | |
| 3 | TRV |
Travelers Companies, Inc.
|
239 | $78,898 | |
| 4 | CB |
Chubb Ltd
|
208 | $70,873 | |
| 5 | PGR |
Progressive Corp/Oh/
|
180 | $39,321 | |
| 6 | L |
Loews Corp
This page
|
344 | $38,944 | |
| 7 | WRB |
Berkley W R Corp
|
440 | $31,033 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
82 | $27,044 |
All Filings in L
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,944 | 344 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $19,853 | 186 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $12,742 | 121 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $10,540 | 105 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,857 | 53 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,102 | 12 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||