Position in CB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$29,907,336
+$3,501,984 QoQ
Shares Held
91,760
+8.5% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 35.60701830863121.ToString("F0")%
Shared 0.ToString("F0")%
None 64.39298169136879.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CAPTRUST FINANCIAL ADVISORS holds $283,812,453 across 26 Insurance - Property & Casualty names. CB ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
2,829,433 | $112,894,376 | |
| 2 | MKL |
Markel Group Inc.
|
25,753 | $49,293,042 | |
| 3 | CB |
Chubb Ltd
This page
|
91,760 | $29,907,336 | |
| 4 | ALL |
Allstate Corp
|
132,215 | $27,413,458 | |
| 5 | WRB |
Berkley W R Corp
|
240,875 | $15,965,195 | |
| 6 | TRV |
Travelers Companies, Inc.
|
52,832 | $15,410,037 | |
| 7 | PGR |
Progressive Corp/Oh/
|
31,125 | $6,170,220 | |
| 8 | L |
Loews Corp
|
48,475 | $5,174,221 |
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,907,336 | 91,760 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,405,352 | 84,600 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $20,799,849 | 73,693 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $19,610,567 | 67,688 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $19,017,820 | 62,975 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $16,332,369 | 59,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,115,521 | 55,881 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $14,358,708 | 56,291 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $15,173,875 | 58,557 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,834,966 | 74,491 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,259,705 | 68,497 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $12,645,800 | 65,672 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,785,005 | 65,841 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $14,340,323 | 65,006 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,292,565 | 62,088 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $11,804,039 | 60,047 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $11,774,767 | 55,048 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,393,698 | 53,767 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $8,725,523 | 50,297 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $7,601,623 | 47,827 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,396,155 | 46,820 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $7,941,656 | 51,596 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $6,170,384 | 53,138 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $6,915,857 | 54,619 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,485,766 | 49,116 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||