Position in CB
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$29,773,520
+$5,105,508 QoQ
Shares Held
87,379
+15.5% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#253
of 2,131 holders
Holding Since
Mar 2021
22 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, 2026Beacon Pointe Advisors, LLC holds $74,287,115 across 16 Insurance - Property & Casualty names. CB ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
87,379 | $29,773,520 | |
| 2 | CINF |
Cincinnati Financial Corp
|
59,811 | $11,073,408 | |
| 3 | PGR |
Progressive Corp/Oh/
|
42,790 | $9,347,475 | |
| 4 | TRV |
Travelers Companies, Inc.
|
23,383 | $7,719,195 | |
| 5 | MKL |
Markel Group Inc.
|
2,152 | $4,202,877 | |
| 6 | ALL |
Allstate Corp
|
15,461 | $3,678,790 | |
| 7 | WRB |
Berkley W R Corp
|
26,971 | $1,902,264 | |
| 8 | L |
Loews Corp
|
15,790 | $1,787,585 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,773,520 | 87,379 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $24,668,012 | 75,685 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,370,973 | 49,247 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,841,540 | 49,040 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,374,810 | 42,713 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,789,276 | 42,350 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,404,006 | 41,274 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,665,663 | 40,451 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,897,696 | 46,643 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,545,519 | 48,414 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $11,125,980 | 49,230 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $8,497,699 | 40,819 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,285,807 | 22,257 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,546,530 | 23,414 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,021,738 | 22,764 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,554,480 | 19,543 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,737,968 | 19,015 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $4,639,918 | 21,692 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $856,556 | 4,431 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,552,523 | 20,478 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $439,945 | 2,768 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $256,859 | 1,626 | Shares | Sole | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||