Position in L
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$33,302
+$1,815 QoQ
Shares Held
312
+4.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Annis Gardner Whiting Capital Advisors, LLC holds $10,640,298 across 7 Insurance - Property & Casualty names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
142,979 | $3,728,892 | |
| 2 | PGR |
Progressive Corp/Oh/
|
13,772 | $3,008,493 | |
| 3 | ALL |
Allstate Corp
|
6,303 | $1,499,735 | |
| 4 | MKL |
Markel Group Inc.
|
690 | $1,347,576 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
228 | $472,732 | |
| 6 | CB |
Chubb Ltd
|
859 | $292,695 | |
| 7 | TRV |
Travelers Companies, Inc.
|
879 | $290,175 |
All Filings in L
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,302 | 312 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $31,487 | 299 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $29,514 | 294 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $27,956 | 305 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $27,573 | 300 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $25,407 | 300 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $23,715 | 300 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $22,422 | 300 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $24,269 | 310 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $21,572 | 310 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $19,626 | 310 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||