Position in CB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$289,629
+$12,589 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#54
of 79 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $12,717,604 across 6 Insurance - Property & Casualty names. CB ranks #4 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRCH |
Porch Group, Inc.
|
658,852 | $9,909,134 | |
| 2 | TRV |
Travelers Companies, Inc.
|
4,190 | $1,383,202 | |
| 3 | ALL |
Allstate Corp
|
2,945 | $700,732 | |
| 4 | CB |
Chubb Ltd
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|
850 | $289,629 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,056 | $230,682 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
3,500 | $204,225 |
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,629 | 850 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $277,040 | 850 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $265,302 | 850 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $343,497 | 1,217 | Shares | Defined | 2025-10-06 | |
| 2023-09-30 | $812,318 | 3,902 | Shares | Defined | 2023-10-12 | |
| 2023-06-30 | $775,054 | 4,025 | Shares | Defined | 2023-07-07 | |
| 2023-03-31 | $781,574 | 4,025 | Shares | Defined | 2023-04-19 | |
| 2022-12-31 | $887,915 | 4,025 | Shares | Defined | 2023-01-11 | |
| 2022-09-30 | $732,067 | 4,025 | Shares | Defined | 2022-10-05 | |
| 2022-06-30 | $791,234 | 4,025 | Shares | Defined | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||