Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,839,386
+$750,501 QoQ
Shares Held
8,333
+30.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#743
of 2,131 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $14,021,725 across 17 Insurance - Property & Casualty names. CB ranks #1 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,333 | $2,839,386 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,713 | $1,885,975 | |
| 3 | ALL |
Allstate Corp
|
6,671 | $1,587,297 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,116 | $1,095,437 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
523 | $1,084,382 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,427 | $748,628 | |
| 7 | PRCH |
Porch Group, Inc.
|
43,123 | $648,569 | |
| 8 | WRB |
Berkley W R Corp
|
7,816 | $551,262 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,839,386 | 8,333 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,088,885 | 6,409 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,927,653 | 6,176 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,141,419 | 4,044 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,066,169 | 3,680 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $708,166 | 2,345 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $574,151 | 2,078 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $581,971 | 2,018 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $413,484 | 1,621 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $427,564 | 1,650 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $351,882 | 1,557 | Shares | Sole | 2024-02-23 | |
| 2023-09-30 | $313,935 | 1,508 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $296,927 | 1,542 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $329,717 | 1,698 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $296,045 | 1,342 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $197,339 | 1,085 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $212,896 | 1,083 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $226,734 | 1,060 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||