Position in CB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$5,103,411
+$2,061,490 QoQ
Shares Held
15,658
+60.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Summit Trail Advisors, LLC holds $36,087,374 across 18 Insurance - Property & Casualty names. CB ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
29,232 | $6,060,962 | |
| 2 | PGR |
Progressive Corp/Oh/
|
29,379 | $5,824,092 | |
| 3 | CB |
Chubb Ltd
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|
15,658 | $5,103,411 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,492 | $2,476,946 | |
| 5 | L |
Loews Corp
|
17,647 | $1,883,640 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
760 | $1,669,689 | |
| 7 | ORI |
Old Republic International Corp
|
41,410 | $1,652,259 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
9,427 | $1,634,170 |
All Filings in CB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,103,411 | 15,658 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,041,921 | 9,746 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,471,110 | 12,298 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,871,125 | 9,910 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,166,476 | 7,174 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,830,487 | 6,625 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,824,355 | 6,326 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,193,009 | 4,677 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,445,686 | 5,579 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $981,066 | 4,341 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $854,578 | 4,105 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $614,458 | 3,191 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $400,593 | 2,063 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $244,645 | 1,109 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $212,799 | 1,170 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $218,400 | 1,111 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||