Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,465,344
+$2,030,509 QoQ
Shares Held
24,844
+25.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#454
of 2,106 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, 2026Integrated Wealth Concepts LLC holds $50,492,454 across 42 Insurance - Property & Casualty names. CB ranks #3 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
92,721 | $20,254,902 | |
| 2 | CINF |
Cincinnati Financial Corp
|
50,226 | $9,298,841 | |
| 3 | CB |
Chubb Ltd
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|
24,844 | $8,465,344 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15,106 | $4,986,792 | |
| 5 | ALL |
Allstate Corp
|
7,778 | $1,850,697 | |
| 6 | WRB |
Berkley W R Corp
|
12,043 | $849,392 | |
| 7 | L |
Loews Corp
|
5,957 | $674,391 | |
| 8 | MKL |
Markel Group Inc.
|
311 | $607,386 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,465,344 | 24,844 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,434,835 | 19,743 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,526,019 | 11,297 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $3,487,198 | 12,355 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,201,695 | 11,051 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $2,571,142 | 8,514 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $2,615,179 | 9,465 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $2,571,285 | 8,916 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,162,568 | 8,478 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $2,186,279 | 8,437 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,762,122 | 7,797 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $1,446,642 | 6,949 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $1,319,421 | 6,852 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,230,712 | 6,338 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,131,898 | 5,131 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $929,588 | 5,111 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $901,319 | 4,585 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $1,231,208 | 5,756 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $732,258 | 3,788 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $683,337 | 3,939 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $456,952 | 2,875 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $429,046 | 2,716 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $425,280 | 2,763 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $353,120 | 3,041 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $400,499 | 3,163 | Shares | Other | 2020-07-30 | |
| 2020-03-31 | $468,986 | 4,199 | Shares | Other | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||