Position in L
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$674,391
+$247,645 QoQ
Shares Held
5,957
+49.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#388
of 772 holders
Holding Since
Jun 2024
7 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, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. L ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
This page
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in L
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $674,391 | 5,957 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $426,746 | 3,998 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $299,922 | 2,848 | Shares | Other | 2026-02-13 | |
| 2025-03-31 | $328,578 | 3,575 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $247,040 | 2,917 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $246,161 | 3,114 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $202,022 | 2,703 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||