Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,465,344
+$589,572 QoQ
Shares Held
24,844
+2.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#464
of 2,139 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $93,898,757 across 11 Insurance - Property & Casualty names. CB ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
212,597 | $46,441,814 | |
| 2 | THG |
Hanover Insurance Group, Inc.
|
91,287 | $19,546,372 | |
| 3 | MCY |
Mercury General Corp
|
80,195 | $8,550,390 | |
| 4 | CB |
Chubb Ltd
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|
24,844 | $8,465,344 | |
| 5 | TRV |
Travelers Companies, Inc.
|
21,390 | $7,061,266 | |
| 6 | ALL |
Allstate Corp
|
4,312 | $1,025,997 | |
| 7 | WRB |
Berkley W R Corp
|
11,878 | $837,755 | |
| 8 | MKL |
Markel Group Inc.
|
370 | $722,613 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,465,344 | 24,844 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,875,772 | 24,164 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,800,503 | 24,992 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,346,908 | 8,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,300,087 | 7,939 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,967,766 | 6,516 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,860,880 | 6,735 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,138,563 | 3,948 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,015,728 | 3,982 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $958,003 | 3,697 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $730,432 | 3,232 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $650,978 | 3,127 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $384,927 | 1,999 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $340,980 | 1,756 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $4,394,352 | 19,920 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,055,196 | 22,296 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $9,076,688 | 46,173 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $4,304,737 | 20,125 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,927,092 | 20,315 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,003,806 | 17,315 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $2,084,657 | 13,116 | Shares | Sole | 2021-07-27 | |
| 2020-03-31 | $2,010,084 | 17,997 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||