Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$107,924,283
+$4,965,278 QoQ
Shares Held
316,735
+0.3% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#126
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, 2026Janney Montgomery Scott LLC holds $288,843,552 across 24 Insurance - Property & Casualty names. CB ranks #1 (37.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
316,735 | $107,924,283 | |
| 2 | TRV |
Travelers Companies, Inc.
|
182,605 | $60,281,562 | |
| 3 | ALL |
Allstate Corp
|
107,701 | $25,626,375 | |
| 4 | CINF |
Cincinnati Financial Corp
|
120,995 | $22,401,014 | |
| 5 | PGR |
Progressive Corp/Oh/
|
63,415 | $13,853,006 | |
| 6 | WRB |
Berkley W R Corp
|
164,443 | $11,598,164 | |
| 7 | MKL |
Markel Group Inc.
|
4,529 | $8,845,182 | |
| 8 | AFG |
American Financial Group Inc
|
51,361 | $7,187,458 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,924,283 | 316,735 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $102,959,005 | 315,893 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $96,965,696 | 310,668 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $87,433,711 | 309,774 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $88,213,945 | 304,480 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $88,605,073 | 293,404 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $71,119,620 | 257,400 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $70,068,676 | 242,965 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $62,232,122 | 243,971 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $65,148,132 | 251,411 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $60,281,884 | 266,734 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $57,355,254 | 275,508 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $53,534,568 | 278,015 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $54,155,054 | 278,891 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $61,128,701 | 277,102 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $48,535,768 | 266,856 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $49,393,869 | 251,266 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $53,141,529 | 248,441 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $49,567,003 | 256,412 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $42,218,612 | 243,363 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $36,336,227 | 228,616 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $34,790,996 | 220,238 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $31,885,605 | 207,157 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $22,918,604 | 197,370 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $24,655,826 | 194,723 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $20,472,665 | 183,299 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||