Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$556,087
-$20,483 QoQ
Shares Held
1,632
-7.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,324
of 2,131 holders
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 Jun 30, 2026Strategic Wealth Partners, Ltd. holds $13,029,018 across 9 Insurance - Property & Casualty names. CB ranks #2 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
52,786 | $11,531,101 | |
| 2 | CB |
Chubb Ltd
This page
|
1,632 | $556,087 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,244 | $410,669 | |
| 4 | ORI |
Old Republic International Corp
|
4,651 | $190,318 | |
| 5 | ALL |
Allstate Corp
|
745 | $177,265 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
325 | $107,188 | |
| 7 | HCI |
HCI Group, Inc.
|
166 | $29,091 | |
| 8 | WRB |
Berkley W R Corp
|
250 | $17,632 |
All Filings in CB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,087 | 1,632 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $576,570 | 1,769 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $587,097 | 1,881 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $495,913 | 1,757 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $542,645 | 1,873 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $539,061 | 1,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $579,663 | 2,010 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $508,374 | 1,993 | Shares | Sole | 2024-10-08 | |
| 2024-03-31 | $621,134 | 2,397 | Shares | Sole | 2024-05-20 | |
| 2023-12-31 | $548,050 | 2,425 | Shares | Sole | 2024-05-20 | |
| 2023-09-30 | $4,355,750 | 20,923 | Shares | Sole | 2024-05-20 | |
| 2023-06-30 | $4,022,385 | 20,889 | Shares | Sole | 2024-05-20 | |
| 2023-03-31 | $3,805,151 | 19,596 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $2,996,409 | 13,583 | Shares | Sole | 2023-04-24 | |
| 2022-09-30 | $2,170,737 | 11,935 | Shares | Sole | 2023-04-24 | |
| 2022-06-30 | $2,187,738 | 11,129 | Shares | Sole | 2022-08-22 | |
| No filing history on record for this holder in this stock. | ||||||