Position in CB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$35,856,211
+$3,496,858 QoQ
Shares Held
110,012
+6.1% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 3.0405773915572847.ToString("F0")%
Shared 0.ToString("F0")%
None 96.95942260844271.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026CWM, LLC holds $162,154,704 across 43 Insurance - Property & Casualty names. CB ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
134,046 | $39,098,537 | |
| 2 | CB |
Chubb Ltd
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|
110,012 | $35,856,211 | |
| 3 | ALL |
Allstate Corp
|
153,921 | $31,913,980 | |
| 4 | WRB |
Berkley W R Corp
|
280,114 | $18,565,955 | |
| 5 | PGR |
Progressive Corp/Oh/
|
49,095 | $9,732,592 | |
| 6 | ORI |
Old Republic International Corp
|
143,391 | $5,721,300 | |
| 7 | CINF |
Cincinnati Financial Corp
|
25,485 | $4,010,064 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
17,700 | $3,068,295 |
All Filings in CB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,856,211 | 110,012 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $32,359,353 | 103,676 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $18,313,226 | 64,883 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $8,619,170 | 29,750 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,774,239 | 22,432 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $5,078,117 | 18,379 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,433,996 | 15,375 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $3,424,449 | 13,425 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,865,977 | 11,060 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $2,231,072 | 9,872 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $2,282,693 | 10,965 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,659,096 | 8,616 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,445,281 | 7,443 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,503,168 | 6,814 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $959,053 | 5,273 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $927,071 | 4,716 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $760,200 | 3,554 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $538,175 | 2,784 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $8,131,847 | 51,163 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $8,082,219 | 51,163 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $7,875,008 | 51,163 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $5,941,047 | 51,163 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $6,478,259 | 51,163 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $5,714,395 | 51,163 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||