Position in L
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$240,910
+$25,189 QoQ
Shares Held
2,128
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#564
of 781 holders
Holding Since
Mar 2020
14 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, 2026CX Institutional holds $49,628,945 across 16 Insurance - Property & Casualty names. L ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
34,100 | $11,619,234 | |
| 2 | TRV |
Travelers Companies, Inc.
|
27,665 | $9,132,769 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
36,544 | $7,824,801 | |
| 4 | PGR |
Progressive Corp/Oh/
|
30,509 | $6,664,691 | |
| 5 | CINF |
Cincinnati Financial Corp
|
33,792 | $6,256,250 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
11,977 | $3,950,134 | |
| 7 | ALL |
Allstate Corp
|
12,021 | $2,860,276 | |
| 8 | ORI |
Old Republic International Corp
|
7,725 | $316,107 |
All Filings in L
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,910 | 2,128 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $215,721 | 2,021 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $205,775 | 1,954 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $184,617 | 1,839 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $170,487 | 1,860 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $172,515 | 1,877 | Shares | Sole | 2025-04-15 | |
| 2022-06-30 | $38,459 | 649 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $29,445 | 546 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $26,559 | 486 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $22,101 | 431 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $15,666 | 348 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $6,463 | 186 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $4,354 | 127 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $3,726 | 107 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||