Position in L
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$968,285
+$77,220 QoQ
Shares Held
8,553
+2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#352
of 781 holders
Holding Since
Jun 2024
9 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, 2026Aaron Wealth Advisors LLC holds $6,998,587 across 7 Insurance - Property & Casualty names. L ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,763 | $2,132,727 | |
| 2 | CB |
Chubb Ltd
|
5,915 | $2,015,477 | |
| 3 | L |
Loews Corp
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|
8,553 | $968,285 | |
| 4 | ALL |
Allstate Corp
|
3,640 | $866,101 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,273 | $420,242 | |
| 6 | MKL |
Markel Group Inc.
|
174 | $339,823 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
776 | $255,932 |
All Filings in L
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,285 | 8,553 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $891,065 | 8,348 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $926,728 | 8,800 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $820,989 | 8,178 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $344,091 | 3,754 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $331,978 | 3,612 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $302,173 | 3,568 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $266,556 | 3,372 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $226,312 | 3,028 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||