Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,902,351
+$324,525 QoQ
Shares Held
5,583
+15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#875
of 2,131 holders
Holding Since
Dec 2021
14 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Crestwood Advisors Group, LLC holds $8,880,885 across 13 Insurance - Property & Casualty names. CB ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
5,583 | $1,902,351 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,283 | $1,590,971 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,928 | $966,591 | |
| 4 | ALL |
Allstate Corp
|
3,803 | $904,885 | |
| 5 | MKL |
Markel Group Inc.
|
438 | $855,418 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
2,805 | $600,606 | |
| 7 | L |
Loews Corp
|
4,306 | $487,482 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
2,483 | $313,826 |
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,902,351 | 5,583 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,577,826 | 4,841 | Shares | Other | 2026-05-05 | |
| 2025-12-31 | $1,258,467 | 4,032 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $812,597 | 2,879 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $769,785 | 2,657 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $723,265 | 2,395 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $1,256,612 | 4,548 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $549,382 | 1,905 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $437,206 | 1,714 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $414,347 | 1,599 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $275,946 | 1,221 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $241,904 | 1,162 | Shares | Other | 2023-11-15 | |
| 2022-03-31 | $230,370 | 1,077 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $213,800 | 1,106 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||