Position in CB
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$2,319,308
+$49,267 QoQ
Shares Held
7,116
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026EverSource Wealth Advisors, LLC holds $20,437,055 across 42 Insurance - Property & Casualty names. CB ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
68,133 | $13,506,681 | |
| 2 | CB |
Chubb Ltd
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|
7,116 | $2,319,308 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,869 | $836,821 | |
| 4 | ALL |
Allstate Corp
|
2,937 | $608,950 | |
| 5 | ORI |
Old Republic International Corp
|
11,951 | $476,840 | |
| 6 | L |
Loews Corp
|
3,227 | $344,443 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,071 | $325,865 | |
| 8 | WRB |
Berkley W R Corp
|
4,812 | $318,933 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,319,308 | 7,116 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,270,041 | 7,273 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,564,792 | 5,544 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,402,532 | 4,841 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $787,887 | 2,609 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $621,119 | 2,248 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $558,319 | 1,936 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $481,331 | 1,887 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $467,726 | 1,805 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $477,086 | 2,111 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $508,582 | 2,443 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $517,984 | 2,690 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $560,984 | 2,889 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $690,035 | 3,128 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $727,337 | 3,999 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $857,873 | 4,364 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $762,552 | 3,565 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $392,418 | 2,030 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||