Position in L
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$260,376,091
+$18,023,777 QoQ
Shares Held
2,299,939
+1.3% QoQ
Ownership
1.13%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#14
of 781 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 75%
Shared 18%
None 6%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $7,116,773,701 across 39 Insurance - Property & Casualty names. L ranks #11 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,555,980 | $1,173,900,116 | |
| 2 | CB |
Chubb Ltd
|
2,194,103 | $747,618,654 | |
| 3 | ALL |
Allstate Corp
|
3,071,488 | $730,829,851 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,445,102 | $534,132,530 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
158,954 | $329,573,617 | |
| 6 | AIZ |
Assurant, Inc.
|
1,199,305 | $322,049,369 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,615,302 | $299,057,009 | |
| 8 | ORI |
Old Republic International Corp
|
6,994,582 | $286,218,293 |
All Filings in L
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,376,091 | 2,299,939 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $242,352,314 | 2,270,492 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $236,155,145 | 2,242,476 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $228,526,388 | 2,276,386 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $227,895,723 | 2,486,316 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $235,306,969 | 2,560,189 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $228,185,006 | 2,694,356 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $216,257,241 | 2,735,702 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $199,847,732 | 2,673,906 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $196,671,993 | 2,512,096 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $174,985,306 | 2,514,518 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $166,482,127 | 2,629,634 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $156,132,878 | 2,629,385 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $151,632,656 | 2,613,455 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $156,911,430 | 2,690,064 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $138,118,349 | 2,771,235 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $164,082,285 | 2,768,854 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $179,457,864 | 2,768,557 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $161,153,114 | 2,790,047 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $151,393,320 | 2,807,219 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $162,450,294 | 2,972,558 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $156,319,798 | 3,048,358 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $137,412,204 | 3,052,248 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $104,863,059 | 3,017,642 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $102,228,914 | 2,981,304 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $104,912,244 | 3,012,123 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||