Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$410,250
+$100,943 QoQ
Shares Held
1,204
+26.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,463
of 2,131 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $5,619,048 across 6 Insurance - Property & Casualty names. CB ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
11,612 | $2,762,959 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,349 | $1,386,939 | |
| 3 | HMN |
Horace Mann Educators Corp /De/
|
14,225 | $734,721 | |
| 4 | CB |
Chubb Ltd
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|
1,204 | $410,250 | |
| 5 | TRV |
Travelers Companies, Inc.
|
885 | $292,156 | |
| 6 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
2,885 | $32,023 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,250 | 1,204 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $309,307 | 949 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $244,389 | 783 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||