Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,472,481
+$295,968 QoQ
Shares Held
10,191
+4.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#694
of 2,141 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $62,048,710 across 14 Insurance - Property & Casualty names. CB ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
574,168 | $23,494,954 | |
| 2 | TRV |
Travelers Companies, Inc.
|
40,794 | $13,466,915 | |
| 3 | MCY |
Mercury General Corp
|
53,377 | $5,691,055 | |
| 4 | MKL |
Markel Group Inc.
|
2,462 | $4,808,310 | |
| 5 | ALL |
Allstate Corp
|
17,220 | $4,097,326 | |
| 6 | CB |
Chubb Ltd
This page
|
10,191 | $3,472,481 | |
| 7 | PGR |
Progressive Corp/Oh/
|
10,253 | $2,239,767 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
5,383 | $1,152,607 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,472,481 | 10,191 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,176,513 | 9,746 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,039,424 | 9,738 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,445,131 | 8,663 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,560,545 | 8,838 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,352,804 | 7,791 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,034,949 | 7,365 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,055,932 | 7,129 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,924,578 | 7,545 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,913,156 | 7,383 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,177,234 | 5,209 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $996,974 | 4,789 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $732,113 | 3,802 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $816,526 | 4,205 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $951,227 | 4,312 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,342,092 | 7,379 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $776,884 | 3,952 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $718,062 | 3,357 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $460,077 | 2,380 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $365,175 | 2,105 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $297,694 | 1,873 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $262,862 | 1,664 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $209,177 | 1,359 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||