Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$442,788,222
+$18,868,346 QoQ
Shares Held
1,299,490
-0.1% QoQ
Ownership
0.335%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#39
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $1,559,316,886 across 27 Insurance - Property & Casualty names. CB ranks #2 (28.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
2,108,462 | $460,593,523 | |
| 2 | CB |
Chubb Ltd
This page
|
1,299,490 | $442,788,222 | |
| 3 | TRV |
Travelers Companies, Inc.
|
557,657 | $184,093,728 | |
| 4 | ALL |
Allstate Corp
|
323,880 | $77,064,007 | |
| 5 | AIZ |
Assurant, Inc.
|
223,542 | $60,027,733 | |
| 6 | WRB |
Berkley W R Corp
|
830,557 | $58,579,185 | |
| 7 | MKL |
Markel Group Inc.
|
29,808 | $58,215,322 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
113,474 | $37,424,859 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $442,788,222 | 1,299,490 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $423,919,876 | 1,300,647 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $390,007,673 | 1,249,544 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $353,086,000 | 1,250,969 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $358,452,883 | 1,237,239 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $359,977,213 | 1,192,017 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $317,755,775 | 1,150,039 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $315,387,053 | 1,093,613 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $266,318,059 | 1,044,057 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $267,933,423 | 1,033,973 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $241,730,504 | 1,069,604 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $230,530,621 | 1,107,362 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $148,731,803 | 772,392 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $570,508,995 | 2,938,042 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,441,565 | 1,108,076 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $194,524,297 | 1,069,520 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $234,571,443 | 1,193,262 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $250,888,871 | 1,172,926 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $211,635,014 | 1,094,796 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $184,508,991 | 1,063,575 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $165,641,705 | 1,042,165 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $160,160,096 | 1,013,864 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $59,702,643 | 387,881 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $44,652,204 | 384,535 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $47,940,104 | 378,614 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $62,758,722 | 561,901 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||