Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,970,499
+$74,891 QoQ
Shares Held
5,783
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#860
of 2,131 holders
Holding Since
Mar 2021
18 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, 2026IHT Wealth Management, LLC holds $9,047,927 across 10 Insurance - Property & Casualty names. CB ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
6,366 | $2,101,543 | |
| 2 | CB |
Chubb Ltd
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|
5,783 | $1,970,499 | |
| 3 | ALL |
Allstate Corp
|
4,786 | $1,138,780 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
2,483 | $818,918 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,607 | $787,948 | |
| 6 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
54,308 | $602,818 | |
| 7 | MKL |
Markel Group Inc.
|
279 | $544,889 | |
| 8 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
7,724 | $450,695 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,970,499 | 5,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,895,608 | 5,816 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,729,769 | 5,542 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,559,149 | 5,524 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,374,141 | 4,743 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,376,168 | 4,557 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,111,554 | 4,023 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,463,290 | 5,074 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,050,164 | 4,117 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,008,793 | 3,893 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $848,404 | 3,754 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $769,433 | 3,696 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $593,855 | 3,084 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $229,132 | 1,180 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $223,247 | 1,012 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $236,625 | 1,301 | Shares | Sole | 2022-11-22 | |
| 2021-06-30 | $723,494 | 4,552 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $209,310 | 1,325 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||