Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,772,311
+$1,289,722 QoQ
Shares Held
11,071
+45.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#668
of 2,141 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $55,493,692 across 15 Insurance - Property & Casualty names. CB ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
613,239 | $25,093,708 | |
| 2 | ALL |
Allstate Corp
|
26,054 | $6,199,271 | |
| 3 | TRV |
Travelers Companies, Inc.
|
16,535 | $5,458,516 | |
| 4 | PGR |
Progressive Corp/Oh/
|
20,265 | $4,426,868 | |
| 5 | CB |
Chubb Ltd
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|
11,071 | $3,772,311 | |
| 6 | CNA |
Cna Financial Corp
|
49,457 | $2,404,101 | |
| 7 | CINF |
Cincinnati Financial Corp
|
11,357 | $2,102,623 | |
| 8 | PRCH |
Porch Group, Inc.
|
126,509 | $1,902,695 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,772,311 | 11,071 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $2,482,589 | 7,617 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,961,659 | 6,285 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,378,500 | 4,884 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,186,392 | 4,095 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $909,581 | 3,012 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $810,381 | 2,933 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $787,587 | 2,731 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $884,358 | 3,467 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $587,963 | 2,269 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,228,912 | 18,712 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $4,447,973 | 21,366 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $4,007,750 | 20,813 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $4,205,938 | 21,660 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $4,836,213 | 21,923 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,907,691 | 21,485 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $6,859,462 | 34,894 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $6,760,309 | 31,605 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,251,288 | 11,646 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $4,632,262 | 26,702 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,199,989 | 26,425 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $3,542,161 | 22,423 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,230,934 | 20,991 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $2,441,539 | 21,026 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,108,096 | 16,649 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $722,522 | 6,469 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||