Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$145,123,550
+$6,990,506 QoQ
Shares Held
425,907
+0.5% QoQ
Ownership
0.110%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#98
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 54%
Shared 22%
None 24%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cerity Partners LLC holds $396,784,163 across 30 Insurance - Property & Casualty names. CB ranks #1 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
425,907 | $145,123,550 | |
| 2 | WRB |
Berkley W R Corp
|
814,688 | $57,459,944 | |
| 3 | PGR |
Progressive Corp/Oh/
|
234,718 | $51,274,145 | |
| 4 | TRV |
Travelers Companies, Inc.
|
128,901 | $42,552,797 | |
| 5 | ALL |
Allstate Corp
|
61,746 | $14,691,841 | |
| 6 | MKL |
Markel Group Inc.
|
6,063 | $11,841,097 | |
| 7 | CINF |
Cincinnati Financial Corp
|
62,371 | $11,547,366 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
39,892 | $8,541,673 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $145,123,550 | 425,907 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $138,133,044 | 423,812 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $128,109,028 | 410,448 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $97,844,220 | 346,658 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $91,444,323 | 315,630 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $86,335,317 | 285,888 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $71,824,737 | 259,952 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $85,098,409 | 295,081 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $54,732,005 | 214,568 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $62,857,941 | 242,573 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $38,352,200 | 169,700 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $20,617,730 | 99,038 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $27,415,152 | 142,372 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $26,618,194 | 137,080 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,375,075 | 137,693 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $16,981,044 | 93,364 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,376,691 | 93,482 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $13,296,879 | 62,164 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,094,640 | 57,393 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,206,930 | 53,072 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $8,263,767 | 51,993 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $17,257,590 | 109,246 | Shares | Sole | 2021-08-11 | |
| 2020-12-31 | $7,503,600 | 48,750 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,247,811 | 45,193 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,589,587 | 12,554 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,438,008 | 12,875 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||