Position in L
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$565,081
+$13,573 QoQ
Shares Held
5,294
+1.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $6,149,068 across 8 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
6,118 | $2,084,647 | |
| 2 | TRV |
Travelers Companies, Inc.
|
3,065 | $1,011,817 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,158 | $908,315 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
37,313 | $722,752 | |
| 5 | ALL |
Allstate Corp
|
2,101 | $499,911 | |
| 6 | MKL |
Markel Group Inc.
|
164 | $320,293 | |
| 7 | WRB |
Berkley W R Corp
|
4,486 | $316,397 | |
| 8 | DGICA |
Donegal Group Inc
|
15,108 | $284,936 |
All Filings in L
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $565,081 | 5,294 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $551,508 | 5,237 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $519,618 | 5,176 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $471,315 | 5,142 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $467,270 | 5,084 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $436,492 | 5,154 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||