Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$9,755,726
+$923,676 QoQ
Shares Held
28,631
+5.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#68
of 660 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 71%
Shared 27%
None 1%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $29,787,682 across 20 Insurance - Property & Casualty names. CB ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
28,631 | $9,755,726 | |
| 2 | HCI |
HCI Group, Inc.
|
38,524 | $6,751,331 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,471 | $2,287,389 | |
| 4 | ALL |
Allstate Corp
|
6,624 | $1,576,114 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,074 | $1,014,788 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
4,727 | $1,012,145 | |
| 7 | CNA |
Cna Financial Corp
|
18,863 | $916,930 | |
| 8 | L |
Loews Corp
|
7,509 | $850,093 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,755,726 | 28,631 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $8,832,050 | 27,098 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $7,958,123 | 25,497 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,484,129 | 22,973 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $6,556,073 | 22,629 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $6,637,438 | 21,979 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,376,587 | 30,317 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $8,563,741 | 29,695 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,498,840 | 29,398 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $7,556,748 | 29,162 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $6,486,878 | 28,703 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,166,499 | 29,621 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $5,737,131 | 29,794 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $669,338 | 3,447 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $674,594 | 3,058 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $439,057 | 2,414 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $450,560 | 2,292 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $1,042,548 | 4,874 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $896,185 | 4,636 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $785,864 | 4,530 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $709,667 | 4,465 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $696,963 | 4,412 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $464,376 | 3,017 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $353,120 | 3,041 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $362,513 | 2,863 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||