Position in WTM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,732,727
-$332,032 QoQ
Shares Held
1,318
-5.5% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 354 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in WTM Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. WTM ranks #16 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 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 WTM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,732,727 | 1,318 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,064,759 | 1,395 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,083,328 | 1,965 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,854,525 | 2,306 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,564,504 | 1,985 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $3,601,264 | 1,870 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,429,140 | 1,763 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,140,604 | 1,262 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,981,020 | 1,090 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,892,986 | 1,055 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,545,645 | 1,027 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,500,176 | 1,003 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,447,244 | 1,042 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,581,358 | 1,148 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,569,906 | 1,110 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,417,685 | 1,088 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,320,897 | 1,060 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,094,199 | 963 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $975,371 | 962 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $933,769 | 873 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $624,528 | 544 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $565,254 | 507 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $524,345 | 524 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $387,942 | 498 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $324,109 | 365 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||