Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$17,701,442
+$364,575 QoQ
Shares Held
51,950
-2.3% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#333
of 2,106 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Diversified Trust Co holds $30,615,832 across 13 Insurance - Property & Casualty names. CB ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
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|
51,950 | $17,701,442 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
8,519 | $2,809,651 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,521 | $1,492,472 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,089 | $1,330,142 | |
| 5 | MCY |
Mercury General Corp
|
10,983 | $1,171,007 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
20,000 | $1,167,000 | |
| 7 | AFG |
American Financial Group Inc
|
8,181 | $1,144,849 | |
| 8 | PLMR |
Palomar Holdings, Inc.
|
8,332 | $1,053,081 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,701,442 | 51,950 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $17,336,867 | 53,192 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $18,675,700 | 59,835 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $16,232,479 | 57,511 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $15,977,188 | 55,147 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $17,311,273 | 57,324 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $15,435,774 | 55,866 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $12,323,480 | 42,732 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $11,040,882 | 43,284 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $11,340,046 | 43,762 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $8,965,420 | 39,670 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $6,632,614 | 31,860 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $6,443,057 | 33,460 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $6,022,104 | 31,013 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $6,017,746 | 27,279 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,349,113 | 23,912 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,511,904 | 22,952 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,726,548 | 22,097 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $7,933,055 | 41,038 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $7,004,601 | 40,377 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $6,451,533 | 40,591 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $6,657,961 | 42,147 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $6,377,213 | 41,432 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $5,201,363 | 44,793 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $4,655,057 | 36,764 | Shares | Sole | 2020-07-07 | |
| 2020-03-31 | $1,564,330 | 14,006 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||