Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,835,638
+$69,797 QoQ
Shares Held
8,322
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#744
of 2,131 holders
Holding Since
Dec 2021
18 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, 2026Prime Capital Investment Advisors, LLC holds $8,186,365 across 7 Insurance - Property & Casualty names. CB ranks #1 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,322 | $2,835,638 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,115 | $1,991,171 | |
| 3 | ALL |
Allstate Corp
|
4,814 | $1,145,443 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,069 | $1,013,138 | |
| 5 | ORI |
Old Republic International Corp
|
9,858 | $403,389 | |
| 6 | WRB |
Berkley W R Corp
|
5,715 | $403,078 | |
| 7 | MKL |
Markel Group Inc.
|
202 | $394,508 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,835,638 | 8,322 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,765,841 | 8,486 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,418,305 | 7,748 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,954,581 | 6,925 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,075,264 | 7,163 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,450,044 | 8,113 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,555,498 | 9,249 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,958,881 | 10,260 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,191,137 | 8,590 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,498,272 | 9,641 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,207,342 | 9,767 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,646,287 | 7,908 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,754,221 | 9,110 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,645,481 | 8,474 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $335,532 | 1,521 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $221,347 | 1,217 | Shares | Sole | 2022-11-08 | |
| 2022-03-31 | $256,038 | 1,197 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $231,392 | 1,197 | Shares | Sole | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||