Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,987,949
+$130,195 QoQ
Shares Held
8,769
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#726
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Stratos Wealth Partners, LTD. holds $20,031,333 across 8 Insurance - Property & Casualty names. CB ranks #2 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
59,082 | $12,906,462 | |
| 2 | CB |
Chubb Ltd
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|
8,769 | $2,987,949 | |
| 3 | ALL |
Allstate Corp
|
7,045 | $1,676,287 | |
| 4 | CINF |
Cincinnati Financial Corp
|
7,796 | $1,443,351 | |
| 5 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
5,075 | $296,126 | |
| 6 | MCY |
Mercury General Corp
|
2,532 | $269,961 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
114 | $236,366 | |
| 8 | MKL |
Markel Group Inc.
|
110 | $214,831 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,987,949 | 8,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,857,754 | 8,768 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $2,705,768 | 8,669 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $2,079,618 | 7,368 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,486,553 | 5,131 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,685,104 | 5,580 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,238,306 | 8,101 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,252,902 | 7,812 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $1,392,481 | 5,459 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,464,602 | 5,652 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,316,676 | 5,826 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,184,960 | 5,692 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,152,279 | 5,984 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $1,006,046 | 5,181 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,910,396 | 8,660 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,438,670 | 7,910 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $1,051,899 | 5,351 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $976,667 | 4,566 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $714,280 | 3,695 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $583,413 | 3,363 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $514,488 | 3,237 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $546,576 | 3,460 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $542,875 | 3,527 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $513,366 | 4,421 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $612,967 | 4,841 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $588,271 | 5,267 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||