Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,268,234
-$18,863 QoQ
Shares Held
3,722
-5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,002
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Advisors Asset Management, Inc. holds $12,983,929 across 9 Insurance - Property & Casualty names. CB ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
27,336 | $5,971,549 | |
| 2 | ALL |
Allstate Corp
|
20,150 | $4,794,491 | |
| 3 | CB |
Chubb Ltd
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|
3,722 | $1,268,234 | |
| 4 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
5,346 | $311,939 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
2,015 | $254,675 | |
| 6 | AFG |
American Financial Group Inc
|
1,501 | $210,049 | |
| 7 | MCY |
Mercury General Corp
|
682 | $72,714 | |
| 8 | LMND |
Lemonade, Inc.
|
910 | $59,195 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,268,234 | 3,722 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,287,097 | 3,949 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,390,806 | 4,456 | Shares | Sole | 2026-08-21 | |
| 2025-09-30 | $1,110,371 | 3,934 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,247,534 | 4,306 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,781,137 | 5,898 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,866,682 | 6,756 | Shares | Sole | 2026-08-21 | |
| 2024-09-30 | $2,289,816 | 7,940 | Shares | Sole | 2026-08-21 | |
| 2024-06-30 | $2,269,446 | 8,897 | Shares | Sole | 2026-08-21 | |
| 2024-03-31 | $3,137,805 | 12,109 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,864,148 | 17,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,680,302 | 22,482 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,308,301 | 27,567 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,457,677 | 38,406 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,998,915 | 45,326 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,816,838 | 42,978 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,185,392 | 36,552 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $6,467,694 | 30,237 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $2,935,798 | 15,187 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $198,981 | 1,147 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,235,382 | 20,356 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $4,980,952 | 31,531 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $6,565,765 | 42,657 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,182,925 | 53,246 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $6,815,448 | 53,826 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $6,014,059 | 53,846 | Shares | Sole | 2026-08-21 | |
| No filing history on record for this holder in this stock. | ||||||