Position in CB
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$11,619,234
+$919,279 QoQ
Shares Held
34,100
+3.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#32
of 351 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, 2026CX Institutional holds $49,628,945 across 16 Insurance - Property & Casualty names. CB ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
34,100 | $11,619,234 | |
| 2 | TRV |
Travelers Companies, Inc.
|
27,665 | $9,132,769 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
36,544 | $7,824,801 | |
| 4 | PGR |
Progressive Corp/Oh/
|
30,509 | $6,664,691 | |
| 5 | CINF |
Cincinnati Financial Corp
|
33,792 | $6,256,250 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
11,977 | $3,950,134 | |
| 7 | ALL |
Allstate Corp
|
12,021 | $2,860,276 | |
| 8 | ORI |
Old Republic International Corp
|
7,725 | $316,107 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,619,234 | 34,100 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,699,955 | 32,829 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $10,593,664 | 33,941 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $9,012,524 | 31,931 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,026,755 | 20,802 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,016,800 | 3,367 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $795,467 | 2,879 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $786,439 | 2,727 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $660,657 | 2,590 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $681,511 | 2,630 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $595,284 | 2,634 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $552,301 | 2,653 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $495,071 | 2,571 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $383,893 | 1,977 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $574,663 | 2,605 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $345,208 | 1,898 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $253,588 | 1,290 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $313,577 | 1,466 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $233,518 | 1,208 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $209,910 | 1,210 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $180,079 | 1,133 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $139,487 | 883 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $125,906 | 818 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $56,550 | 487 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $107,500 | 849 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $57,408 | 514 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||