Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$610,601
+$12,851 QoQ
Shares Held
1,792
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,288
of 2,131 holders
Holding Since
Sep 2020
20 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $1,921,021 across 7 Insurance - Property & Casualty names. CB ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,792 | $610,601 | |
| 2 | ALL |
Allstate Corp
|
1,482 | $352,621 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,048 | |
| 4 | PGR |
Progressive Corp/Oh/
|
951 | $207,742 | |
| 5 | MKL |
Markel Group Inc.
|
99 | $193,347 | |
| 6 | WRB |
Berkley W R Corp
|
2,137 | $150,718 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
322 | $68,944 |
All Filings in CB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,601 | 1,792 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $597,750 | 1,834 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $508,440 | 1,629 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $556,593 | 1,972 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $559,156 | 1,930 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $509,452 | 1,687 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $386,541 | 1,399 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,069,908 | 10,645 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $2,759,451 | 10,818 | Shares | Other | 2024-07-22 | |
| 2024-03-31 | $2,590,260 | 9,996 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $2,096,828 | 9,278 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $1,964,801 | 9,438 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,558,388 | 8,093 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $1,264,305 | 6,511 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,384,485 | 6,276 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $996,884 | 5,481 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $990,370 | 5,038 | Shares | Sole | 2022-08-15 | |
| 2021-06-30 | $144,158 | 907 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $170,923 | 1,082 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $4,296 | 37 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||