Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,688
-$10,833 QoQ
Shares Held
633
-8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,801
of 2,131 holders
Holding Since
Dec 2020
22 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, 2026MCDONALD PARTNERS LLC holds $3,293,776 across 7 Insurance - Property & Casualty names. CB ranks #2 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
12,327 | $2,692,833 | |
| 2 | CB |
Chubb Ltd
This page
|
633 | $215,688 | |
| 3 | TRV |
Travelers Companies, Inc.
|
425 | $140,301 | |
| 4 | CINF |
Cincinnati Financial Corp
|
667 | $123,488 | |
| 5 | ALL |
Allstate Corp
|
333 | $79,234 | |
| 6 | AIZ |
Assurant, Inc.
|
130 | $34,908 | |
| 7 | RLI |
Rli Corp
|
124 | $7,324 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,688 | 633 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $226,521 | 695 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $352,071 | 1,128 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $675,706 | 2,394 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,371,937 | 8,187 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,439,173 | 8,077 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,217,583 | 8,026 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,362,779 | 8,193 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,613,891 | 6,327 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $1,251,338 | 4,829 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,087,964 | 4,814 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,004,052 | 4,823 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $917,163 | 4,763 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $921,966 | 4,748 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $1,018,069 | 4,615 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $834,283 | 4,587 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $851,584 | 4,332 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $882,337 | 4,125 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $669,806 | 3,861 | Shares | Sole | 2021-11-24 | |
| 2021-06-30 | $565,508 | 3,558 | Shares | Sole | 2021-11-24 | |
| 2021-03-31 | $570,271 | 3,610 | Shares | Sole | 2021-11-24 | |
| 2020-12-31 | $444,213 | 2,886 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||