Position in L
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$264,074
-$571,771 QoQ
Shares Held
2,474
-68.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in L
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $264,074 | 2,474 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $835,845 | 7,937 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $812,155 | 8,090 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $766,277 | 8,360 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $228,120 | 2,482 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $206,050 | 2,433 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $169,562 | 2,145 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $58,147 | 778 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $57,856 | 739 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $49,060 | 705 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $44,127 | 697 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $38,181 | 643 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,306 | 643 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,506 | 643 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $32,047 | 643 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $38,104 | 643 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $41,679 | 643 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $37,139 | 643 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $34,676 | 643 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,139 | 643 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $38,101 | 743 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $28,497 | 633 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $21,996 | 633 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $28,563 | 833 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $17,449 | 501 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||