Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$626,619
+$47,443 QoQ
Shares Held
1,839
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,279
of 2,130 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OAKWORTH CAPITAL, INC. holds $1,543,032 across 7 Insurance - Property & Casualty names. CB ranks #1 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,839 | $626,619 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,292 | $426,514 | |
| 3 | PGR |
Progressive Corp/Oh/
|
956 | $208,838 | |
| 4 | ALL |
Allstate Corp
|
611 | $145,380 | |
| 5 | MKL |
Markel Group Inc.
|
40 | $78,120 | |
| 6 | CINF |
Cincinnati Financial Corp
|
279 | $51,654 | |
| 7 | RLI |
Rli Corp
|
100 | $5,907 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $626,619 | 1,839 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $579,176 | 1,777 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $554,636 | 1,777 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $562,524 | 1,993 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $544,383 | 1,879 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $571,364 | 1,892 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $518,061 | 1,875 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $463,730 | 1,608 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $363,488 | 1,425 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $218,964 | 845 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $199,106 | 881 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $194,439 | 934 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $179,850 | 934 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $193,790 | 998 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $220,158 | 998 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $208,798 | 1,148 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $225,673 | 1,148 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $245,556 | 1,148 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $321,473 | 1,663 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $179,551 | 1,035 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $140,661 | 885 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $112,948 | 715 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $115,439 | 750 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $103,694 | 893 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $103,574 | 818 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $89,910 | 805 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||