Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,214,684
+$656,484 QoQ
Shares Held
15,304
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#576
of 2,131 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $14,742,891 across 35 Insurance - Property & Casualty names. CB ranks #1 (35.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
15,304 | $5,214,684 | |
| 2 | ALL |
Allstate Corp
|
10,273 | $2,444,357 | |
| 3 | TRV |
Travelers Companies, Inc.
|
5,389 | $1,779,016 | |
| 4 | PGR |
Progressive Corp/Oh/
|
6,695 | $1,462,522 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
3,816 | $817,081 | |
| 6 | CINF |
Cincinnati Financial Corp
|
3,187 | $590,041 | |
| 7 | ORI |
Old Republic International Corp
|
11,475 | $469,557 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
970 | $319,915 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,214,684 | 15,304 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $4,558,200 | 14,604 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,134,939 | 7,564 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,327,031 | 8,032 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $2,033,015 | 7,358 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,881,167 | 6,523 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,732,248 | 6,791 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,628,632 | 6,285 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,399,618 | 6,193 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,271,771 | 6,109 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,169,031 | 6,071 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,074,786 | 5,535 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $797,689 | 3,616 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $655,131 | 3,602 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $689,995 | 3,510 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $754,639 | 3,528 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $651,070 | 3,753 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $600,793 | 3,780 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $1,135,330 | 7,187 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,156,093 | 7,511 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $859,636 | 7,403 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $868,359 | 6,858 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $690,355 | 6,181 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||