Position in L
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,210,055
-$4,372,828 QoQ
Shares Held
170,602
-20.4% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 85.26746462526816.ToString("F0")%
Shared 0.ToString("F0")%
None 14.732535374731832.ToString("F0")%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $592,209,348 across 23 Insurance - Property & Casualty names. L ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
540,035 | $176,013,601 | |
| 2 | PGR |
Progressive Corp/Oh/
|
667,620 | $132,348,984 | |
| 3 | ALL |
Allstate Corp
|
461,056 | $95,595,346 | |
| 4 | TRV |
Travelers Companies, Inc.
|
304,966 | $88,952,479 | |
| 5 | RLI |
Rli Corp
|
358,234 | $20,433,665 | |
| 6 | L |
Loews Corp
This page
|
170,602 | $18,210,055 | |
| 7 | CINF |
Cincinnati Financial Corp
|
111,732 | $17,581,027 | |
| 8 | WRB |
Berkley W R Corp
|
247,229 | $16,386,334 |
All Filings in L
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,210,055 | 170,602 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $22,582,883 | 214,442 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $15,056,689 | 149,982 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $14,227,371 | 155,219 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $20,812,005 | 226,439 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $21,141,247 | 249,631 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $26,261,118 | 332,209 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $26,395,177 | 353,160 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $13,399,409 | 171,151 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $13,791,693 | 198,185 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $9,702,257 | 153,250 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $7,610,436 | 128,165 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $9,028,084 | 155,603 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $9,068,506 | 155,469 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $5,704,286 | 114,452 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $7,134,250 | 120,389 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $8,460,304 | 130,520 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $9,209,483 | 159,444 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $10,669,400 | 197,838 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $11,036,292 | 201,945 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,440,224 | 164,591 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $9,123,346 | 202,651 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,757,065 | 165,671 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,107,425 | 119,785 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $4,501,879 | 129,253 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||