Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,654,455
+$830,180 QoQ
Shares Held
25,399
+5.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#458
of 2,131 holders
Holding Since
Jun 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, 2026Apollon Wealth Management, LLC holds $26,183,539 across 12 Insurance - Property & Casualty names. CB ranks #1 (33.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
25,399 | $8,654,455 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,509 | $4,261,741 | |
| 3 | MKL |
Markel Group Inc.
|
1,911 | $3,732,202 | |
| 4 | SLDE |
Slide Insurance Holdings, Inc.
|
115,270 | $2,232,779 | |
| 5 | ALL |
Allstate Corp
|
8,752 | $2,082,450 | |
| 6 | TRV |
Travelers Companies, Inc.
|
5,562 | $1,836,127 | |
| 7 | SIGI |
Selective Insurance Group Inc
|
9,832 | $953,802 | |
| 8 | RLI |
Rli Corp
|
11,259 | $665,069 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,654,455 | 25,399 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $7,824,275 | 24,006 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,215,590 | 23,118 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $6,251,273 | 22,148 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,299,092 | 21,742 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,415,475 | 21,244 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,594,246 | 20,247 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $5,462,106 | 18,940 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,850,346 | 19,015 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $4,752,962 | 18,342 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $4,314,792 | 19,092 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $3,155,176 | 15,156 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,481,484 | 18,080 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,906,653 | 9,819 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,747,152 | 7,920 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,366,646 | 7,514 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,299,000 | 6,608 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,297,089 | 6,064 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,486,553 | 7,690 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $893,942 | 5,153 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $298,171 | 1,876 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $280,238 | 1,774 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $32,794 | 259 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||