Position in CB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$50,241,131
+$2,730,537 QoQ
Shares Held
154,147
+1.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026MAI Capital Management holds $89,872,979 across 43 Insurance - Property & Casualty names. CB ranks #1 (55.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
154,147 | $50,241,131 | |
| 2 | PGR |
Progressive Corp/Oh/
|
65,775 | $13,039,236 | |
| 3 | TRV |
Travelers Companies, Inc.
|
33,135 | $9,664,816 | |
| 4 | MKL |
Markel Group Inc.
|
3,466 | $6,634,166 | |
| 5 | CINF |
Cincinnati Financial Corp
|
34,015 | $5,352,260 | |
| 6 | ALL |
Allstate Corp
|
10,947 | $2,269,750 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
2,992 | $1,022,246 | |
| 8 | ORI |
Old Republic International Corp
|
10,736 | $428,366 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,241,131 | 154,147 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $47,510,594 | 152,219 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $43,227,716 | 153,154 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $45,523,993 | 157,131 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $45,400,874 | 150,339 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $41,119,518 | 148,822 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $42,481,577 | 147,306 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $37,960,495 | 148,818 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $37,917,715 | 146,327 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $31,656,046 | 140,071 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $28,968,455 | 139,151 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,245,350 | 136,297 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $25,509,232 | 131,369 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $28,335,849 | 128,449 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $22,952,164 | 126,194 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $23,409,729 | 119,085 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $24,506,309 | 114,569 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $21,219,638 | 109,770 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $18,655,518 | 107,537 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $16,875,136 | 106,173 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $16,243,265 | 102,825 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $15,368,450 | 99,847 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,532,922 | 99,319 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $11,871,258 | 93,755 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $10,982,477 | 98,330 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||