Position in L
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$8,943,476
+$1,120,395 QoQ
Shares Held
78,999
+7.8% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#116
of 781 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 31%
Shared 7%
None 62%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $531,578,481 across 28 Insurance - Property & Casualty names. L ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
670,755 | $228,553,058 | |
| 2 | PGR |
Progressive Corp/Oh/
|
484,554 | $105,850,821 | |
| 3 | ALL |
Allstate Corp
|
252,378 | $60,050,821 | |
| 4 | TRV |
Travelers Companies, Inc.
|
154,685 | $51,064,612 | |
| 5 | CINF |
Cincinnati Financial Corp
|
66,342 | $12,282,557 | |
| 6 | WRB |
Berkley W R Corp
|
129,151 | $9,109,020 | |
| 7 | L |
Loews Corp
This page
|
78,999 | $8,943,476 | |
| 8 | AIZ |
Assurant, Inc.
|
33,284 | $8,937,752 |
All Filings in L
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,943,476 | 78,999 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||