Position in L
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$3,586,569
-$18,710,383 QoQ
Shares Held
33,601
-91.1% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
4 quarters on record
Voting authority
Sole 99%
Shared 1%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Moran Wealth Management, LLC holds $32,467,183 across 6 Insurance - Property & Casualty names. L ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
107,653 | $21,341,130 | |
| 2 | HCI |
HCI Group, Inc.
|
31,898 | $4,931,748 | |
| 3 | L |
Loews Corp
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|
33,601 | $3,586,569 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
17,693 | $2,114,313 | |
| 5 | HRTG |
Heritage Insurance Holdings, Inc.
|
11,011 | $289,038 | |
| 6 | UFCS |
United Fire Group Inc
|
5,515 | $204,385 |
All Filings in L
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,586,569 | 33,601 | Shares | Sole | 2026-04-27 | |
| 2023-06-30 | $22,296,952 | 375,496 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $20,834,459 | 359,091 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $10,007,269 | 171,563 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||