Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,517,549
+$1,164,290 QoQ
Shares Held
27,932
+9.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#437
of 2,131 holders
Holding Since
Jun 2022
17 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, 2026Dakota Wealth Management holds $36,043,251 across 6 Insurance - Property & Casualty names. CB ranks #3 (26.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
57,257 | $13,623,730 | |
| 2 | PGR |
Progressive Corp/Oh/
|
43,830 | $9,574,663 | |
| 3 | CB |
Chubb Ltd
This page
|
27,932 | $9,517,549 | |
| 4 | TRV |
Travelers Companies, Inc.
|
6,853 | $2,262,312 | |
| 5 | ORI |
Old Republic International Corp
|
15,574 | $637,288 | |
| 6 | MKL |
Markel Group Inc.
|
219 | $427,709 |
All Filings in CB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,517,549 | 27,932 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $8,353,259 | 25,629 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $8,947,544 | 28,667 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $10,160,435 | 35,998 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $9,167,609 | 31,643 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $8,322,240 | 27,558 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $7,846,643 | 28,399 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $4,881,000 | 16,925 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $4,321,310 | 16,941 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,373,648 | 5,301 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,087,512 | 4,812 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $826,682 | 3,971 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $316,568 | 1,644 | Shares | Other | 2023-07-31 | |
| 2023-03-31 | $298,454 | 1,537 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $334,208 | 1,515 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $277,912 | 1,528 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $309,023 | 1,572 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||