Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$411,273
+$55,684 QoQ
Shares Held
1,207
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,462
of 2,131 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERMAY WEALTH MANAGEMENT LLC holds $1,488,477 across 7 Insurance - Property & Casualty names. CB ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,496 | $493,859 | |
| 2 | CB |
Chubb Ltd
This page
|
1,207 | $411,273 | |
| 3 | PGR |
Progressive Corp/Oh/
|
928 | $202,721 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
402 | $132,583 | |
| 5 | MKL |
Markel Group Inc.
|
49 | $95,697 | |
| 6 | WRB |
Berkley W R Corp
|
1,110 | $78,288 | |
| 7 | CINF |
Cincinnati Financial Corp
|
400 | $74,056 |
All Filings in CB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,273 | 1,207 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $355,589 | 1,091 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $493,773 | 1,582 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $448,777 | 1,590 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $487,888 | 1,684 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $497,075 | 1,646 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $461,973 | 1,672 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $472,671 | 1,639 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $405,577 | 1,590 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $426,527 | 1,646 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $380,132 | 1,682 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $348,076 | 1,672 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $298,468 | 1,550 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $293,405 | 1,511 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $148,022 | 671 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $70,387 | 387 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $60,546 | 308 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $65,881 | 308 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $59,539 | 308 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $53,431 | 308 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $48,953 | 308 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||