Position in L
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,086,476
+$62,093 QoQ
Shares Held
9,597
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#331
of 781 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. L ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
3,040 | $5,937,150 | |
| 2 | WRB |
Berkley W R Corp
|
71,030 | $5,009,745 | |
| 3 | CB |
Chubb Ltd
|
4,725 | $1,609,996 | |
| 4 | L |
Loews Corp
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|
9,597 | $1,086,476 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,896 | $625,907 | |
| 6 | PGR |
Progressive Corp/Oh/
|
697 | $152,259 | |
| 7 | ALL |
Allstate Corp
|
600 | $142,764 | |
| 8 | CINF |
Cincinnati Financial Corp
|
340 | $62,947 |
All Filings in L
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,476 | 9,597 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,024,383 | 9,597 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,010,660 | 9,597 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $963,442 | 9,597 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $875,811 | 9,555 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $885,736 | 9,637 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $816,157 | 9,637 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $761,804 | 9,637 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $720,269 | 9,637 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $754,480 | 9,637 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $670,638 | 9,637 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $610,118 | 9,637 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $572,245 | 9,637 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $559,138 | 9,637 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $562,126 | 9,637 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $480,308 | 9,637 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $571,088 | 9,637 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $624,670 | 9,637 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $556,633 | 9,637 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $519,723 | 9,637 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $526,662 | 9,637 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $494,185 | 9,637 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $433,857 | 9,637 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||