Position in L
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$295,817
+$17,226 QoQ
Shares Held
2,613
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#536
of 781 holders
Holding Since
Mar 2020
26 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. L ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
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|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in L
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,817 | 2,613 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $278,591 | 2,610 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $273,911 | 2,601 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $261,114 | 2,601 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $238,407 | 2,601 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $395,213 | 4,300 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $364,167 | 4,300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $205,530 | 2,600 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $411,070 | 5,500 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $430,595 | 5,500 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $382,745 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $348,205 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $326,590 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $319,110 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $320,815 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $274,120 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $325,930 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $356,510 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $317,680 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $296,615 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $300,575 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $282,040 | 5,500 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $247,610 | 5,500 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $187,024 | 5,382 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $184,548 | 5,382 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $190,380 | 5,466 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||