Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,798,372
+$514,069 QoQ
Shares Held
17,017
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#546
of 2,131 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $71,922,203 across 13 Insurance - Property & Casualty names. CB ranks #3 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
195,664 | $46,556,292 | |
| 2 | TRV |
Travelers Companies, Inc.
|
38,042 | $12,558,425 | |
| 3 | CB |
Chubb Ltd
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|
17,017 | $5,798,372 | |
| 4 | PGR |
Progressive Corp/Oh/
|
9,061 | $1,979,375 | |
| 5 | WRB |
Berkley W R Corp
|
16,943 | $1,194,989 | |
| 6 | MKL |
Markel Group Inc.
|
367 | $716,754 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
5,808 | $563,434 | |
| 8 | UVE |
Universal Insurance Holdings, Inc.
|
13,482 | $557,615 |
All Filings in CB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,798,372 | 17,017 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,284,303 | 16,213 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,434,321 | 17,411 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,652,903 | 16,060 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,599,307 | 15,230 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,118,668 | 7,668 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,084,482 | 7,228 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,616,697 | 6,338 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $931,572 | 3,595 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $634,382 | 2,807 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $643,276 | 3,090 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $390,319 | 2,027 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,118,282 | 5,759 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $476,275 | 2,159 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $497,740 | 2,532 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $427,800 | 2,000 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $499,126 | 2,582 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $254,495 | 1,467 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $227,125 | 1,429 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $361,593 | 2,289 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||