Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,195,047
+$330,728 QoQ
Shares Held
6,442
+12.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#827
of 2,131 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Demars Financial Group, LLC holds $2,928,378 across 2 Insurance - Property & Casualty names. CB ranks #1 (75.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
6,442 | $2,195,047 | |
| 2 | ALL |
Allstate Corp
|
3,082 | $733,331 |
All Filings in CB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,195,047 | 6,442 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,864,319 | 5,720 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,712,602 | 5,487 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,524,714 | 5,402 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,711,955 | 5,909 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $20,658 | 6,238,632 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $19,400 | 5,360,455 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,755,110 | 19,956 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,996,251 | 19,587 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,935,649 | 19,047 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,327,674 | 19,149 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,123,213 | 19,806 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||