Position in L
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,771,364
+$184,795 QoQ
Shares Held
33,313
-0.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#198
of 786 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Moran Wealth Management, LLC holds $21,082,567 across 6 Insurance - Property & Casualty names. L ranks #3 (17.9% of the industry book) .
All Filings in L
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,771,364 | 33,313 | Shares | Sole | 2026-08-05 | |
| 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. | ||||||