LPL Financial LLC

Position in SLDE — Slide Insurance Holdings, Inc.

CIK 1403438 FORT MILL, SC

Back to SLDE Full portfolio

Position in SLDE

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,027,884

-$87,710 QoQ

Shares Held

104,692

-10.9% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#60

of 216 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SLDE Over Time

Shares Held

Position Value (USD)

Derivatives in SLDE

reported options exposure · as of Jun 30, 2026

CallValue

CallShares

PutValue

$581,100

PutShares

30,000

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. SLDE ranks #19 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd	576,647	$196,486,698
2	TRV	Travelers Companies, Inc.	409,993	$135,346,889
3	PGR	Progressive Corp/Oh/	444,022	$96,996,605
4	ALL	Allstate Corp	374,144	$89,023,823
5	CINF	Cincinnati Financial Corp	150,719	$27,904,115
6	ORI	Old Republic International Corp	426,745	$17,462,405
7	MKL	Markel Group Inc.	8,779	$17,145,474
8	WRB	Berkley W R Corp	231,781	$16,347,513

All Filings in SLDE

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6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,027,884	104,692	-10.9%	Shares	Sole	2026-08-07
2026-06-30	$581,100	30,000	—	Put	Sole	2026-08-07
2026-03-31	$2,115,594	117,533	+20.6%	Shares	Sole	2026-05-06
2025-12-31	$1,898,111	97,439	-3.0%	Shares	Sole	2026-02-11
2025-09-30	$1,585,113	100,419	-17.8%	Shares	Sole	2025-11-12
2025-06-30	$2,645,509	122,138	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.