Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$549,272
+$30,066 QoQ
Shares Held
1,612
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,310
of 2,106 holders
Holding Since
Mar 2020
24 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, 2026Pinnacle Wealth Planning Services, Inc. holds $3,048,586 across 30 Insurance - Property & Casualty names. CB ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
4,219 | $921,640 | |
| 2 | CB |
Chubb Ltd
This page
|
1,612 | $549,272 | |
| 3 | ALL |
Allstate Corp
|
1,427 | $339,540 | |
| 4 | TRV |
Travelers Companies, Inc.
|
894 | $295,127 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
9,930 | $192,344 | |
| 6 | HCI |
HCI Group, Inc.
|
631 | $110,582 | |
| 7 | CINF |
Cincinnati Financial Corp
|
542 | $100,345 | |
| 8 | MCY |
Mercury General Corp
|
781 | $83,270 |
All Filings in CB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,272 | 1,612 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $519,206 | 1,593 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $492,213 | 1,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $516,235 | 1,829 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $518,019 | 1,788 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $545,997 | 1,808 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $490,985 | 1,777 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $849,020 | 2,944 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $758,607 | 2,974 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $777,130 | 2,999 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $670,768 | 2,968 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $595,602 | 2,861 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $521,067 | 2,706 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $519,043 | 2,673 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $588,560 | 2,668 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $320,836 | 1,764 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $301,357 | 1,533 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $344,165 | 1,609 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $284,359 | 1,471 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $231,769 | 1,336 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $212,820 | 1,339 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $225,265 | 1,426 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $208,099 | 1,352 | Shares | Sole | 2021-02-12 | |
| 2020-03-31 | $349,924 | 3,133 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||