Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$754,398
+$184,673 QoQ
Shares Held
2,214
+26.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,195
of 2,131 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026West Family Investments, Inc. holds $4,551,513 across 9 Insurance - Property & Casualty names. CB ranks #2 (16.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
2,901 | $957,678 | |
| 2 | CB |
Chubb Ltd
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|
2,214 | $754,398 | |
| 3 | MKL |
Markel Group Inc.
|
373 | $728,472 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
2,510 | $537,441 | |
| 5 | L |
Loews Corp
|
3,624 | $410,273 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,511 | $330,077 | |
| 7 | AFG |
American Financial Group Inc
|
2,222 | $310,946 | |
| 8 | WRB |
Berkley W R Corp
|
4,331 | $305,465 |
All Filings in CB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,398 | 2,214 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $569,725 | 1,748 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $757,203 | 2,426 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $929,167 | 3,292 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,027,347 | 3,546 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $916,237 | 3,034 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $765,074 | 2,769 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $796,821 | 2,763 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $669,329 | 2,624 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $467,211 | 1,803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $374,256 | 1,656 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $286,039 | 1,374 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $264,577 | 1,374 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $313,018 | 1,612 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $355,607 | 1,612 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $289,916 | 1,594 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $319,639 | 1,626 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $347,801 | 1,626 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $314,322 | 1,626 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $306,886 | 1,769 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $254,145 | 1,599 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||