Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$422,726
+$61,305 QoQ
Shares Held
3,734
+10.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#475
of 781 holders
Holding Since
Sep 2025
3 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, 2026OneAscent Financial Services LLC holds $4,186,027 across 7 Insurance - Property & Casualty names. L ranks #5 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
866 | $1,691,306 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
253 | $524,567 | |
| 3 | CB |
Chubb Ltd
|
1,534 | $522,695 | |
| 4 | ALL |
Allstate Corp
|
1,847 | $439,475 | |
| 5 | L |
Loews Corp
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|
3,734 | $422,726 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,647 | $359,787 | |
| 7 | TRV |
Travelers Companies, Inc.
|
683 | $225,471 |
All Filings in L
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,726 | 3,734 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $361,421 | 3,386 | Shares | Sole | 2026-04-21 | |
| 2025-09-30 | $238,727 | 2,378 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||