Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$11,818,907
-$217,036 QoQ
Shares Held
34,686
-6.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#397
of 2,131 holders
Holding Since
Sep 2021
20 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, 2026BENJAMIN EDWARDS INC holds $59,742,309 across 9 Insurance - Property & Casualty names. CB ranks #3 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
64,331 | $15,306,917 | |
| 2 | PGR |
Progressive Corp/Oh/
|
65,951 | $14,406,995 | |
| 3 | CB |
Chubb Ltd
This page
|
34,686 | $11,818,907 | |
| 4 | WRB |
Berkley W R Corp
|
100,422 | $7,082,763 | |
| 5 | RLI |
Rli Corp
|
95,925 | $5,666,289 | |
| 6 | MKL |
Markel Group Inc.
|
1,378 | $2,691,247 | |
| 7 | TRV |
Travelers Companies, Inc.
|
6,034 | $1,991,944 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
1,417 | $467,340 |
All Filings in CB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,818,907 | 34,686 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $12,035,943 | 36,928 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $11,414,851 | 36,572 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $11,598,216 | 41,092 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $12,411,024 | 42,838 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,393,557 | 44,351 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $13,113,473 | 47,461 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $13,642,288 | 47,305 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $600,458 | 2,354 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $659,485 | 2,545 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $440,700 | 1,950 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $371,601 | 1,785 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $330,818 | 1,718 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $364,670 | 1,878 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $278,617 | 1,263 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $217,710 | 1,197 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $221,545 | 1,127 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $223,953 | 1,047 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $171,852 | 889 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $64,014 | 369 | Shares | Defined | 2021-11-02 | |
| No filing history on record for this holder in this stock. | ||||||