Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,521,835
+$3,950,946 QoQ
Shares Held
22,075
+101.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#486
of 2,131 holders
Holding Since
Mar 2021
22 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, 2026MISSION WEALTH MANAGEMENT, LP holds $16,792,772 across 8 Insurance - Property & Casualty names. CB ranks #1 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
22,075 | $7,521,835 | |
| 2 | TRV |
Travelers Companies, Inc.
|
12,131 | $4,004,685 | |
| 3 | ALL |
Allstate Corp
|
8,246 | $1,962,053 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,237 | $1,144,022 | |
| 5 | MKL |
Markel Group Inc.
|
521 | $1,017,518 | |
| 6 | WRB |
Berkley W R Corp
|
8,161 | $575,595 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,769 | $327,512 | |
| 8 | L |
Loews Corp
|
2,116 | $239,552 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,521,835 | 22,075 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,570,889 | 10,956 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,403,668 | 10,905 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,021,486 | 10,705 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,208,069 | 11,073 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,397,387 | 11,250 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,572,629 | 9,311 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,737,397 | 9,492 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,370,968 | 9,295 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,449,555 | 9,453 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,277,176 | 10,076 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,113,443 | 10,152 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,976,628 | 10,265 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,061,026 | 10,614 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $2,329,315 | 10,559 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,839,170 | 10,112 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,978,577 | 10,065 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,092,583 | 9,783 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,892,504 | 9,790 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,743,994 | 10,053 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $1,582,088 | 9,954 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,573,697 | 9,962 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||