Position in L
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$588,805
+$238,805 QoQ
Shares Held
5,201
+58.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#126
of 347 holders
Holding Since
Sep 2022
16 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. L ranks #7 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
This page
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in L
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $588,805 | 5,201 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $350,000 | 3,279 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $408,497 | 3,879 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $389,412 | 3,879 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $392,213 | 4,279 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $393,282 | 4,279 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $404,733 | 4,779 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $377,779 | 4,779 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $357,182 | 4,779 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $374,147 | 4,779 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $400,351 | 5,753 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $364,222 | 5,753 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $341,613 | 5,753 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $362,799 | 6,253 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $364,737 | 6,253 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $726,966 | 14,586 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||