Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$593,909
+$166,616 QoQ
Shares Held
1,743
+33.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,300
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $1,057,519 across 13 Insurance - Property & Casualty names. CB ranks #1 (56.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,743 | $593,909 | |
| 2 | TRV |
Travelers Companies, Inc.
|
489 | $161,427 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
382 | $83,447 | |
| 5 | ALL |
Allstate Corp
|
263 | $62,577 | |
| 6 | CINF |
Cincinnati Financial Corp
|
83 | $15,366 | |
| 7 | WRB |
Berkley W R Corp
|
214 | $15,093 | |
| 8 | ORI |
Old Republic International Corp
|
183 | $7,488 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,909 | 1,743 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $427,293 | 1,311 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $413,558 | 1,325 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $349,707 | 1,239 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $358,093 | 1,236 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $427,315 | 1,415 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $388,753 | 1,407 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $401,438 | 1,392 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $617,548 | 2,421 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $440,779 | 1,701 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $682,294 | 3,019 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $559,378 | 2,687 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $310,791 | 1,614 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $349,912 | 1,802 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $380,975 | 1,727 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $297,555 | 1,636 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $301,356 | 1,533 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $277,641 | 1,298 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $241,250 | 1,248 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $208,348 | 1,201 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $174,197 | 1,096 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $189,879 | 1,202 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $169,926 | 1,104 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $113,449 | 977 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $87,747 | 693 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $41,883 | 375 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||