Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,298,093
+$350,430 QoQ
Shares Held
12,614
+4.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#630
of 2,131 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $38,257,294 across 13 Insurance - Property & Casualty names. CB ranks #4 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
34,876 | $7,618,661 | |
| 2 | WRB |
Berkley W R Corp
|
73,856 | $5,209,063 | |
| 3 | TRV |
Travelers Companies, Inc.
|
13,357 | $4,409,411 | |
| 4 | CB |
Chubb Ltd
This page
|
12,614 | $4,298,093 | |
| 5 | ALL |
Allstate Corp
|
16,856 | $4,010,716 | |
| 6 | CINF |
Cincinnati Financial Corp
|
14,408 | $2,667,497 | |
| 7 | AIZ |
Assurant, Inc.
|
8,369 | $2,247,327 | |
| 8 | RLI |
Rli Corp
|
37,487 | $2,214,357 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,298,093 | 12,614 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $3,947,663 | 12,112 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,583,136 | 11,480 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $3,751,666 | 13,292 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,384,798 | 11,683 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $658,942 | 2,182 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $321,889 | 1,165 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $328,764 | 1,140 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $261,711 | 1,026 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $261,721 | 1,010 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $362,278 | 1,603 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $8,295,677 | 43,081 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $8,018,857 | 41,296 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $8,791,130 | 39,851 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $7,178,257 | 39,467 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,289,579 | 37,082 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,640,294 | 35,719 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $7,049,435 | 36,467 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,009,694 | 34,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $5,290,000 | 33,283 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $5,008,438 | 31,705 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $5,154,165 | 33,486 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $3,620,853 | 31,182 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $3,903,567 | 30,829 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,908,519 | 26,041 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||