Position in L
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$24,157,539
+$5,947,484 QoQ
Shares Held
213,387
+25.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#66
of 785 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in L Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $815,746,997 across 25 Insurance - Property & Casualty names. L ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
|
595,119 | $202,780,844 | |
| 2 | PGR |
Progressive Corp/Oh/
|
774,764 | $169,247,192 | |
| 3 | ALL |
Allstate Corp
|
562,142 | $133,756,064 | |
| 4 | TRV |
Travelers Companies, Inc.
|
344,151 | $113,611,123 | |
| 5 | RLI |
Rli Corp
|
1,562,840 | $92,316,956 | |
| 6 | CINF |
Cincinnati Financial Corp
|
143,284 | $26,527,596 | |
| 7 | L |
Loews Corp
This page
|
213,387 | $24,157,539 | |
| 8 | WRB |
Berkley W R Corp
|
299,915 | $21,153,000 |
All Filings in L
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,157,539 | 213,387 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||