Position in L
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$208,759
-$2,794,022 QoQ
Shares Held
1,844
-94.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#589
of 781 holders
Holding Since
Sep 2023
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $27,514,503 across 11 Insurance - Property & Casualty names. L ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
57,528 | $13,688,212 | |
| 2 | CB |
Chubb Ltd
|
10,473 | $3,568,570 | |
| 3 | PGR |
Progressive Corp/Oh/
|
13,750 | $3,003,687 | |
| 4 | TRV |
Travelers Companies, Inc.
|
7,709 | $2,544,895 | |
| 5 | ORI |
Old Republic International Corp
|
30,620 | $1,252,970 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
5,638 | $1,207,208 | |
| 7 | WRB |
Berkley W R Corp
|
9,467 | $667,707 | |
| 8 | HMN |
Horace Mann Educators Corp /De/
|
11,088 | $572,695 |
All Filings in L
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,759 | 1,844 | Shares | Sole | 2026-07-20 | |
| 2025-06-30 | $3,002,781 | 32,760 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,845,533 | 30,960 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,712,197 | 32,025 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,563,907 | 32,434 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,436,299 | 32,597 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,600,715 | 33,219 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,312,336 | 33,228 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,119,808 | 33,483 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||