Position in L
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$903,302
+$51,624 QoQ
Shares Held
7,979
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#362
of 781 holders
Holding Since
Dec 2020
23 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, 2026Signature Wealth Management Partners, LLC holds $1,150,892 across 2 Insurance - Property & Casualty names. L ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
This page
|
7,979 | $903,302 | |
| 2 | TRV |
Travelers Companies, Inc.
|
750 | $247,590 |
All Filings in L
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $903,302 | 7,979 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $851,678 | 7,979 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $870,071 | 8,262 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $912,745 | 9,092 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $851,704 | 9,292 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $854,027 | 9,292 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $809,636 | 9,560 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $760,461 | 9,620 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $718,998 | 9,620 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $779,533 | 9,957 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $715,454 | 10,281 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $685,837 | 10,833 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $643,263 | 10,833 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $628,530 | 10,833 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $646,354 | 11,081 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $552,277 | 11,081 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $656,660 | 11,081 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $718,270 | 11,081 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $640,904 | 11,096 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $598,407 | 11,096 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $606,396 | 11,096 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $569,002 | 11,096 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $499,541 | 11,096 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||