Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,342,049
+$258,798 QoQ
Shares Held
12,743
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#159
of 783 holders
Holding Since
Mar 2025
6 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, 2026Costello Asset Management, INC holds $4,522,820 across 7 Insurance - Property & Casualty names. CB ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
12,743 | $4,342,049 | |
| 2 | AFG |
American Financial Group Inc
|
545 | $76,267 | |
| 3 | ALL |
Allstate Corp
|
250 | $59,485 | |
| 4 | TRV |
Travelers Companies, Inc.
|
53 | $17,496 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
75 | $16,059 | |
| 6 | GBLI |
Global Indemnity Group, LLC
|
380 | $9,511 | |
| 7 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,342,049 | 12,743 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,083,251 | 12,528 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,051,941 | 12,982 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,737,836 | 13,243 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,978,435 | 13,732 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,004,116 | 3,325 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||