Position in CB
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$31,495,919
-$796,952 QoQ
Shares Held
96,634
-6.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026NewEdge Advisors, LLC holds $60,028,622 across 19 Insurance - Property & Casualty names. CB ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
96,634 | $31,495,919 | |
| 2 | PGR |
Progressive Corp/Oh/
|
46,214 | $9,161,463 | |
| 3 | ALL |
Allstate Corp
|
38,693 | $8,022,606 | |
| 4 | CINF |
Cincinnati Financial Corp
|
18,676 | $2,938,668 | |
| 5 | TRV |
Travelers Companies, Inc.
|
8,799 | $2,566,492 | |
| 6 | MKL |
Markel Group Inc.
|
1,223 | $2,340,907 | |
| 7 | AIZ |
Assurant, Inc.
|
4,657 | $1,014,341 | |
| 8 | ORI |
Old Republic International Corp
|
23,357 | $931,944 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,495,919 | 96,634 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $32,292,871 | 103,463 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $21,490,232 | 76,139 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $18,448,790 | 63,678 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $18,692,879 | 61,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,697,909 | 74,911 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,584,276 | 67,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,472,980 | 68,500 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $17,739,262 | 68,457 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $17,150,462 | 75,887 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $15,688,652 | 75,361 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $38,857,067 | 201,792 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,000,470 | 200,847 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $40,489,806 | 183,544 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,065,625 | 176,301 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $29,408,368 | 149,600 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,544,466 | 35,271 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,766,444 | 24,657 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,787,017 | 10,301 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,316,709 | 14,576 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,218,372 | 14,043 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $1,997,727 | 12,979 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $2,160,412 | 18,605 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,951,340 | 15,411 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $1,009,677 | 9,040 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||