Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$137,811,952
+$4,487,027 QoQ
Shares Held
404,449
-1.1% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
1.47%
of 13F equity value
Holder Rank
#104
of 2,139 holders
Holding Since
Dec 2020
23 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 Jun 30, 2026Vest Financial, LLC holds $465,876,423 across 11 Insurance - Property & Casualty names. CB ranks #1 (29.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
404,449 | $137,811,952 | |
| 2 | CINF |
Cincinnati Financial Corp
|
637,297 | $117,989,165 | |
| 3 | ALL |
Allstate Corp
|
299,585 | $71,283,254 | |
| 4 | TRV |
Travelers Companies, Inc.
|
215,257 | $71,060,640 | |
| 5 | PGR |
Progressive Corp/Oh/
|
124,266 | $27,145,907 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
89,017 | $8,635,539 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
40,160 | $8,599,059 | |
| 8 | AIZ |
Assurant, Inc.
|
31,635 | $8,494,946 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $137,811,952 | 404,449 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $133,324,925 | 409,060 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $124,942,883 | 400,304 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $110,342,532 | 390,939 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $102,443,833 | 353,596 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $107,910,689 | 357,332 | Shares | Defined | 2025-04-11 | |
| 2024-12-31 | $89,218,374 | 322,904 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $82,735,629 | 286,888 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $68,156,609 | 267,197 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $57,116,916 | 220,418 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $28,796,920 | 127,420 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $22,331,468 | 107,270 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $11,409,564 | 59,252 | Shares | Defined | 2023-07-28 | |
| 2023-03-31 | $8,610,717 | 44,344 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $9,913,322 | 44,938 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,968,684 | 49,311 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,001,987 | 45,793 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,187,645 | 42,953 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $6,988,156 | 36,150 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,447,445 | 31,401 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $3,793,738 | 23,869 | Shares | Defined | 2021-07-16 | |
| 2021-03-31 | $2,599,079 | 16,453 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $2,567,539 | 16,681 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||