Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,358,461
+$534,049 QoQ
Shares Held
56,813
-1.6% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#320
of 2,131 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Florida Trust Wealth Management Co holds $32,421,764 across 7 Insurance - Property & Casualty names. CB ranks #1 (59.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
56,813 | $19,358,461 | |
| 2 | PGR |
Progressive Corp/Oh/
|
28,869 | $6,306,432 | |
| 3 | MKL |
Markel Group Inc.
|
2,218 | $4,331,776 | |
| 4 | ALL |
Allstate Corp
|
4,875 | $1,159,956 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,060 | $680,046 | |
| 6 | KMPR |
KEMPER Corp
|
12,600 | $339,696 | |
| 7 | ORI |
Old Republic International Corp
|
5,997 | $245,397 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,358,461 | 56,813 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,824,412 | 57,756 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $18,257,771 | 58,496 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $17,124,106 | 60,670 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $17,932,508 | 61,896 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $19,642,033 | 65,042 | Shares | Defined | 2025-04-15 | |
| 2024-12-31 | $18,567,083 | 67,199 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $19,333,664 | 67,040 | Shares | Defined | 2024-10-08 | |
| 2024-06-30 | $17,998,954 | 70,562 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $18,780,705 | 72,476 | Shares | Defined | 2024-05-21 | |
| 2023-12-31 | $16,829,994 | 74,469 | Shares | Defined | 2024-02-16 | |
| No filing history on record for this holder in this stock. | ||||||