Position in L
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$324,233
+$18,530 QoQ
Shares Held
2,864
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#522
of 781 holders
Holding Since
Dec 2021
16 quarters on record
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. L ranks #12 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
58,837 | $19,423,270 | |
| 2 | CINF |
Cincinnati Financial Corp
|
102,291 | $18,938,155 | |
| 3 | CB |
Chubb Ltd
|
38,470 | $13,108,267 | |
| 4 | ALL |
Allstate Corp
|
33,550 | $7,982,887 | |
| 5 | WRB |
Berkley W R Corp
|
63,404 | $4,471,884 | |
| 6 | PGR |
Progressive Corp/Oh/
|
16,449 | $3,593,284 | |
| 7 | MKL |
Markel Group Inc.
|
667 | $1,302,657 | |
| 8 | ORI |
Old Republic International Corp
|
21,479 | $878,920 |
All Filings in L
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,233 | 2,864 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $305,703 | 2,864 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $323,722 | 3,074 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $304,984 | 3,038 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $288,820 | 3,151 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $260,564 | 2,835 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $279,138 | 3,296 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $254,066 | 3,214 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $218,988 | 2,930 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $215,923 | 2,758 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $474,186 | 6,814 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $267,093 | 4,579 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $216,056 | 4,335 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $242,788 | 4,097 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $239,704 | 3,698 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $203,257 | 3,519 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||