Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$519,628
-$80,083 QoQ
Shares Held
1,525
-17.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,357
of 2,130 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Summit Global Investments holds $14,839,498 across 7 Insurance - Property & Casualty names. CB ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
31,220 | $6,820,009 | |
| 2 | ALL |
Allstate Corp
|
17,019 | $4,049,500 | |
| 3 | MCY |
Mercury General Corp
|
11,839 | $1,262,274 | |
| 4 | L |
Loews Corp
|
9,970 | $1,128,703 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,511 | $828,931 | |
| 6 | CB |
Chubb Ltd
This page
|
1,525 | $519,628 | |
| 7 | HCI |
HCI Group, Inc.
|
1,315 | $230,453 |
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,628 | 1,525 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $599,711 | 1,840 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $574,300 | 1,840 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $697,157 | 2,470 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $688,085 | 2,375 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $372,176 | 1,347 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $417,300 | 1,447 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $370,376 | 1,452 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $360,968 | 1,393 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,096,100 | 4,850 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,341,705 | 16,052 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $3,130,447 | 16,257 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $2,729,199 | 14,055 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,326,868 | 15,081 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,640,170 | 14,516 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,637,710 | 13,418 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $2,861,768 | 13,379 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,411,928 | 12,477 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,143,171 | 12,354 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $516,872 | 3,252 | Shares | Sole | 2022-01-28 | |
| 2021-03-31 | $537,887 | 3,405 | Shares | Sole | 2022-01-27 | |
| 2020-12-31 | $471,918 | 3,066 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $429,876 | 3,702 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $696,410 | 5,500 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $418,725 | 3,749 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||