Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,331,146
+$199,332 QoQ
Shares Held
12,711
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#626
of 2,131 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Perigon Wealth Management, LLC holds $25,346,120 across 11 Insurance - Property & Casualty names. CB ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
42,067 | $13,887,158 | |
| 2 | CB |
Chubb Ltd
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|
12,711 | $4,331,146 | |
| 3 | CNA |
Cna Financial Corp
|
29,176 | $1,418,245 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,209 | $1,356,356 | |
| 5 | ALL |
Allstate Corp
|
5,366 | $1,276,786 | |
| 6 | MKL |
Markel Group Inc.
|
420 | $820,264 | |
| 7 | RLI |
Rli Corp
|
13,244 | $782,323 | |
| 8 | ORI |
Old Republic International Corp
|
12,871 | $526,681 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,331,146 | 12,711 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,131,814 | 12,677 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $4,056,623 | 12,997 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $3,333,090 | 11,809 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,586,909 | 8,929 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,543,963 | 8,424 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,225,320 | 8,054 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,144,468 | 7,436 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,193,519 | 4,679 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,177,227 | 4,543 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $991,688 | 4,388 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $843,961 | 4,054 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $795,657 | 4,132 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $716,135 | 3,688 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $748,054 | 3,391 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $274,093 | 1,507 | Shares | Sole | 2022-12-13 | |
| 2022-03-31 | $226,092 | 1,057 | Shares | Sole | 2022-05-16 | |
| 2020-12-31 | $123,289 | 801 | Shares | Sole | 2021-01-28 | |
| No filing history on record for this holder in this stock. | ||||||