Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,364,054
+$192,709 QoQ
Shares Held
6,938
+4.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#806
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026MATHER GROUP, LLC. holds $29,751,659 across 15 Insurance - Property & Casualty names. CB ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
99,294 | $18,383,291 | |
| 2 | PGR |
Progressive Corp/Oh/
|
22,762 | $4,972,358 | |
| 3 | CB |
Chubb Ltd
This page
|
6,938 | $2,364,054 | |
| 4 | ALL |
Allstate Corp
|
6,427 | $1,529,240 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,419 | $1,128,680 | |
| 6 | WRB |
Berkley W R Corp
|
8,534 | $601,903 | |
| 7 | L |
Loews Corp
|
2,355 | $266,609 | |
| 8 | AFG |
American Financial Group Inc
|
1,431 | $200,254 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,364,054 | 6,938 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,171,345 | 6,662 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,081,216 | 6,668 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,888,817 | 6,692 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,954,451 | 6,746 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $2,027,258 | 6,713 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,818,882 | 6,583 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,895,010 | 6,571 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $1,662,611 | 6,518 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,574,733 | 6,077 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $1,406,624 | 6,224 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $859,783 | 4,130 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $753,487 | 3,913 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $686,620 | 3,536 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,692,642 | 62,070 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $12,015,174 | 66,061 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $13,211,158 | 67,205 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $13,886,174 | 64,919 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,049,004 | 67,503 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,732,105 | 67,628 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $10,603,999 | 66,717 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $9,931,257 | 62,868 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $8,955,681 | 58,184 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $6,032,666 | 51,952 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,757,917 | 45,474 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $4,589,007 | 41,087 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||