Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$6,122,757
+$295,455 QoQ
Shares Held
17,969
+0.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#536
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Geneos Wealth Management Inc. holds $21,179,075 across 15 Insurance - Property & Casualty names. CB ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
35,402 | $7,733,566 | |
| 2 | CB |
Chubb Ltd
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|
17,969 | $6,122,757 | |
| 3 | CINF |
Cincinnati Financial Corp
|
12,702 | $2,351,648 | |
| 4 | TRV |
Travelers Companies, Inc.
|
4,739 | $1,564,438 | |
| 5 | ORI |
Old Republic International Corp
|
33,078 | $1,353,551 | |
| 6 | ALL |
Allstate Corp
|
2,912 | $692,881 | |
| 7 | WRB |
Berkley W R Corp
|
5,917 | $417,326 | |
| 8 | MKL |
Markel Group Inc.
|
184 | $359,353 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,122,757 | 17,969 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,827,302 | 17,879 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,825,095 | 18,663 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,307,993 | 18,806 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $5,910,288 | 20,400 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $5,930,479 | 19,638 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,896,729 | 10,484 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $3,011,368 | 10,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,645,434 | 10,371 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $2,637,684 | 10,179 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $2,334,354 | 10,329 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,307,675 | 11,085 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $2,183,437 | 11,339 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,282,003 | 11,752 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,982,933 | 18,055 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,088,504 | 16,981 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,242,783 | 16,496 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,390,528 | 15,851 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,464,895 | 12,751 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,086,790 | 12,029 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $1,770,750 | 11,141 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $1,797,540 | 11,379 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $1,926,924 | 12,519 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $1,308,788 | 11,271 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $1,252,398 | 9,891 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $827,287 | 7,407 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||