Position in L
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$7,823,081
+$1,225,199 QoQ
Shares Held
73,291
+17.0% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 92.7820662545931.ToString("F0")%
Shared 0.09969521747799584.ToString("F0")%
None 7.118238527928904.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. L ranks #6 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
685,467 | $223,414,258 | |
| 2 | PGR |
Progressive Corp/Oh/
|
759,659 | $150,594,799 | |
| 3 | ALL |
Allstate Corp
|
256,854 | $53,256,107 | |
| 4 | ORI |
Old Republic International Corp
|
287,013 | $11,451,818 | |
| 5 | CINF |
Cincinnati Financial Corp
|
67,592 | $10,635,601 | |
| 6 | L |
Loews Corp
This page
|
73,291 | $7,823,081 | |
| 7 | WRB |
Berkley W R Corp
|
115,918 | $7,683,045 | |
| 8 | AIZ |
Assurant, Inc.
|
32,843 | $7,153,533 |
All Filings in L
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,823,081 | 73,291 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $6,597,882 | 62,652 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $6,078,914 | 60,553 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,807,199 | 52,446 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $5,402,010 | 58,775 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $4,768,046 | 56,300 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $5,060,781 | 64,020 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,754,040 | 50,228 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,793,385 | 48,453 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,137,256 | 45,082 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,059,176 | 16,730 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $727,226 | 12,247 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,955,390 | 33,702 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,847,836 | 31,679 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||