Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,429,554
-$714,172 QoQ
Shares Held
121,587
-6.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#214
of 2,138 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $102,619,996 across 28 Insurance - Property & Casualty names. CB ranks #1 (40.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
121,587 | $41,429,554 | |
| 2 | ALL |
Allstate Corp
|
138,442 | $32,940,889 | |
| 3 | PGR |
Progressive Corp/Oh/
|
33,131 | $7,237,466 | |
| 4 | TRV |
Travelers Companies, Inc.
|
21,555 | $7,115,736 | |
| 5 | MKL |
Markel Group Inc.
|
3,164 | $6,179,323 | |
| 6 | WRB |
Berkley W R Corp
|
29,364 | $2,071,042 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
5,461 | $1,801,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
5,016 | $928,662 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,429,554 | 121,587 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $42,143,726 | 129,303 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $32,731,712 | 104,869 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $32,757,088 | 116,057 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,505,400 | 146,712 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $41,290,790 | 136,729 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $35,722,827 | 129,290 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $35,533,685 | 123,214 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $30,107,857 | 118,033 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $29,683,600 | 114,551 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $19,109,656 | 84,556 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $16,670,429 | 80,077 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $15,107,102 | 78,454 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $11,991,585 | 61,755 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $16,646,255 | 75,459 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $14,227,199 | 78,223 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $15,298,052 | 77,821 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $16,530,833 | 77,283 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,885,486 | 51,138 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,091,454 | 46,642 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,292,116 | 39,588 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $6,941,043 | 43,939 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,280,859 | 40,806 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,048,781 | 43,479 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,127,983 | 40,499 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $4,087,742 | 36,599 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||