Position in CB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$609,815
+$26,151 QoQ
Shares Held
1,871
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 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 Mar 31, 2026Sunbelt Securities, Inc. holds $4,059,512 across 24 Insurance - Property & Casualty names. CB ranks #2 (15.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,313 | $2,513,173 | |
| 2 | CB |
Chubb Ltd
This page
|
1,871 | $609,815 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,174 | $342,432 | |
| 4 | ALL |
Allstate Corp
|
1,275 | $264,358 | |
| 5 | PGR |
Progressive Corp/Oh/
|
857 | $169,891 | |
| 6 | L |
Loews Corp
|
1,059 | $113,037 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
646 | $22,067 | |
| 8 | CINF |
Cincinnati Financial Corp
|
45 | $7,080 |
All Filings in CB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $609,815 | 1,871 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $583,664 | 1,870 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $530,065 | 1,878 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $276,682 | 955 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $557,775 | 1,847 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $263,866 | 955 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $32,299 | 112 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $20,661 | 81 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $30,059 | 116 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $26,216 | 116 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $23,940 | 115 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $22,144 | 115 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $23,884 | 123 | Shares | Sole | 2023-05-17 | |
| No filing history on record for this holder in this stock. | ||||||