Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,411,004
+$322,072 QoQ
Shares Held
4,141
+23.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#978
of 2,131 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Venturi Wealth Management, LLC holds $24,396,583 across 9 Insurance - Property & Casualty names. CB ranks #2 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,090 | $20,117,060 | |
| 2 | CB |
Chubb Ltd
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|
4,141 | $1,411,004 | |
| 3 | ORI |
Old Republic International Corp
|
16,605 | $679,476 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
1,768 | $583,104 | |
| 5 | WRB |
Berkley W R Corp
|
7,113 | $501,679 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
213 | $441,632 | |
| 7 | TRV |
Travelers Companies, Inc.
|
727 | $239,997 | |
| 8 | ALL |
Allstate Corp
|
896 | $213,194 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,411,004 | 4,141 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,088,932 | 3,341 | Shares | Other | 2026-04-21 | |
| 2025-12-31 | $984,426 | 3,154 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $727,357 | 2,577 | Shares | Other | 2025-10-23 | |
| 2025-06-30 | $689,533 | 2,380 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $751,652 | 2,489 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $670,579 | 2,427 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $558,610 | 1,937 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $492,813 | 1,932 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $39,387 | 152 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $22,600 | 100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $345,994 | 1,662 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $391,859 | 2,035 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $392,631 | 2,022 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $479,143 | 2,172 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $402,682 | 2,214 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $465,304 | 2,367 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $494,964 | 2,314 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||