Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$569,376
+$35,829 QoQ
Shares Held
1,671
+2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,319
of 2,131 holders
Holding Since
Mar 2020
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, 2026Clearstead Trust, LLC holds $1,049,137 across 15 Insurance - Property & Casualty names. CB ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,671 | $569,376 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,046 | $228,498 | |
| 3 | ALL |
Allstate Corp
|
152 | $36,166 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
166 | $35,543 | |
| 5 | ORI |
Old Republic International Corp
|
727 | $29,748 | |
| 6 | WRB |
Berkley W R Corp
|
361 | $25,461 | |
| 7 | L |
Loews Corp
|
182 | $20,604 | |
| 8 | CINF |
Cincinnati Financial Corp
|
111 | $20,550 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $569,376 | 1,671 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $533,547 | 1,637 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $569,931 | 1,826 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $520,751 | 1,845 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $534,243 | 1,844 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $522,140 | 1,729 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $491,814 | 1,780 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $23,071 | 80 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,406 | 80 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $20,730 | 80 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $18,080 | 80 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $16,654 | 80 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $222,214 | 1,154 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $107,187 | 552 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $253,910 | 1,151 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $99,852 | 549 | Shares | Sole | 2022-11-14 | |
| 2020-06-30 | $101,296 | 800 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $89,352 | 800 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||