Position in L
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$13,551,496
-$878,185 QoQ
Shares Held
126,958
-7.3% QoQ
Ownership
0.062%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 86.25450936530191.ToString("F0")%
Shared 0.ToString("F0")%
None 13.74549063469809.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Ethic Inc. holds $95,245,299 across 15 Insurance - Property & Casualty names. L ranks #4 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
70,221 | $22,887,130 | |
| 2 | PGR |
Progressive Corp/Oh/
|
78,392 | $15,540,430 | |
| 3 | TRV |
Travelers Companies, Inc.
|
51,026 | $14,883,263 | |
| 4 | L |
Loews Corp
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|
126,958 | $13,551,496 | |
| 5 | ALL |
Allstate Corp
|
53,589 | $11,111,143 | |
| 6 | MKL |
Markel Group Inc.
|
1,590 | $3,043,371 | |
| 7 | CINF |
Cincinnati Financial Corp
|
18,413 | $2,897,285 | |
| 8 | AIZ |
Assurant, Inc.
|
12,132 | $2,642,470 |
All Filings in L
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,551,496 | 126,958 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,429,681 | 137,021 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,645,510 | 135,925 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $13,419,390 | 146,404 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $13,343,493 | 145,180 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,508,628 | 147,699 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,371,325 | 156,500 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $12,142,335 | 162,461 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,252,385 | 156,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $10,643,372 | 152,944 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,403,497 | 148,531 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,270,999 | 156,130 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $8,755,566 | 150,906 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $7,870,816 | 134,936 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,938,805 | 79,029 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,387,491 | 74,038 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,919,752 | 45,044 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,673,191 | 28,968 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,098,769 | 20,374 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,027,092 | 18,794 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $479,109 | 9,343 | Shares | Sole | 2021-05-13 | |
| 2020-06-30 | $461,029 | 13,445 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||