Position in CB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$177,052,346
+$16,618,609 QoQ
Shares Held
543,222
+5.7% QoQ
Ownership
0.140%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8.15707022175096.ToString("F0")%
Shared 0.ToString("F0")%
None 91.84292977824904.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $607,212,386 across 35 Insurance - Property & Casualty names. CB ranks #1 (29.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
543,222 | $177,052,346 | |
| 2 | TRV |
Travelers Companies, Inc.
|
389,297 | $113,550,148 | |
| 3 | PGR |
Progressive Corp/Oh/
|
503,744 | $99,862,210 | |
| 4 | ALL |
Allstate Corp
|
368,025 | $76,306,303 | |
| 5 | CINF |
Cincinnati Financial Corp
|
148,969 | $23,440,272 | |
| 6 | ORI |
Old Republic International Corp
|
474,798 | $18,944,440 | |
| 7 | MKL |
Markel Group Inc.
|
8,993 | $17,213,230 | |
| 8 | WRB |
Berkley W R Corp
|
244,510 | $16,206,122 |
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $177,052,346 | 543,222 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $160,433,737 | 514,013 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $149,906,644 | 531,113 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $140,349,059 | 484,430 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $131,253,913 | 434,630 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $103,641,511 | 375,105 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $100,555,536 | 348,679 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $84,366,434 | 330,745 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $80,010,792 | 308,767 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $68,694,282 | 303,957 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $62,357,196 | 299,535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $54,421,307 | 282,620 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $51,268,568 | 264,026 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $53,000,032 | 240,254 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $38,765,357 | 213,137 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $39,486,238 | 200,866 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $34,861,422 | 162,980 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $28,532,169 | 147,598 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $20,468,731 | 117,989 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $15,207,856 | 95,683 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $15,680,576 | 99,263 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $13,848,798 | 89,974 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $7,739,398 | 66,650 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $7,953,635 | 62,815 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,813,760 | 61,006 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||