Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$48,771,138
+$2,141,963 QoQ
Shares Held
143,133
+0.0% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#197
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Focus Partners Wealth holds $144,821,800 across 20 Insurance - Property & Casualty names. CB ranks #1 (33.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
143,133 | $48,771,138 | |
| 2 | PGR |
Progressive Corp/Oh/
|
81,743 | $17,856,758 | |
| 3 | MKL |
Markel Group Inc.
|
8,015 | $15,653,375 | |
| 4 | ALL |
Allstate Corp
|
44,496 | $10,587,378 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
31,783 | $10,482,351 | |
| 6 | ORI |
Old Republic International Corp
|
244,062 | $9,987,017 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
28,384 | $6,077,582 | |
| 8 | L |
Loews Corp
|
48,315 | $5,469,741 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,771,138 | 143,133 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $46,629,175 | 143,065 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $43,768,587 | 140,230 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,750,914 | 41,633 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,528,487 | 29,437 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,459,041 | 28,011 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $8,058,289 | 29,165 | Shares | Sole | 2025-05-20 | |
| 2024-09-30 | $4,887,056 | 16,946 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,648,405 | 26,064 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,952,008 | 11,392 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $517,540 | 2,290 | Shares | Sole | 2024-02-15 | |
| No filing history on record for this holder in this stock. | ||||||