Position in L
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$225,967
+$15,796 QoQ
Shares Held
1,996
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#578
of 781 holders
Holding Since
Sep 2025
4 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, 2026PDS Planning, Inc holds $7,096,322 across 7 Insurance - Property & Casualty names. L ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
19,286 | $3,570,610 | |
| 2 | CB |
Chubb Ltd
|
2,786 | $949,301 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,037 | $672,454 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,008 | $657,097 | |
| 5 | ALL |
Allstate Corp
|
2,581 | $614,123 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
21,000 | $406,770 | |
| 7 | L |
Loews Corp
This page
|
1,996 | $225,967 |
All Filings in L
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,967 | 1,996 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $210,171 | 1,969 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $207,881 | 1,974 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $201,984 | 2,012 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||