Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$9,828,645
+$4,563,572 QoQ
Shares Held
28,845
+78.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#430
of 2,131 holders
Holding Since
Jun 2021
21 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, 2026Summit Financial, LLC holds $16,629,060 across 11 Insurance - Property & Casualty names. CB ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
28,845 | $9,828,645 | |
| 2 | ORI |
Old Republic International Corp
|
34,450 | $1,409,694 | |
| 3 | ALL |
Allstate Corp
|
5,627 | $1,338,888 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,370 | $1,173,076 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,433 | $803,181 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,074 | $754,260 | |
| 7 | AFG |
American Financial Group Inc
|
2,349 | $328,719 | |
| 8 | WRB |
Berkley W R Corp
|
4,366 | $307,933 |
All Filings in CB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,828,645 | 28,845 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,265,073 | 16,154 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,032,310 | 16,123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,831,273 | 17,117 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,754,305 | 16,410 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,941,764 | 16,364 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,153,894 | 15,034 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,472,640 | 15,509 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,574,180 | 14,012 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,297,187 | 8,865 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,070,160 | 9,160 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,912,133 | 9,185 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,779,254 | 9,240 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,296,734 | 6,678 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,514,639 | 6,866 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,312,991 | 7,219 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,190,291 | 6,055 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,356,767 | 6,343 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,132,023 | 5,856 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $725,319 | 4,181 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $316,449 | 1,991 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||