Position in L
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$736,997
+$61,013 QoQ
Shares Held
6,510
+2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#389
of 781 holders
Holding Since
Dec 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, 2026Turtle Creek Wealth Advisors, LLC holds $13,279,104 across 5 Insurance - Property & Casualty names. L ranks #3 (5.6% of the industry book) .
All Filings in L
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $736,997 | 6,510 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $675,984 | 6,333 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $651,131 | 6,183 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $475,848 | 4,740 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $344,824 | 3,762 | Shares | Sole | 2025-07-28 | |
| 2024-09-30 | $223,000 | 2,821 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $210,766 | 2,820 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $219,055 | 2,798 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $194,712 | 2,798 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||