Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$67,421,541
-$6,795,326 QoQ
Shares Held
197,868
-13.1% QoQ
Ownership
0.051%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#169
of 2,139 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IEQ CAPITAL, LLC holds $142,952,208 across 18 Insurance - Property & Casualty names. CB ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
197,868 | $67,421,541 | |
| 2 | TRV |
Travelers Companies, Inc.
|
85,289 | $28,155,604 | |
| 3 | PGR |
Progressive Corp/Oh/
|
70,816 | $15,469,755 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
51,099 | $10,941,317 | |
| 5 | MCY |
Mercury General Corp
|
50,918 | $5,428,877 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
27,629 | $2,680,289 | |
| 7 | ORI |
Old Republic International Corp
|
61,335 | $2,509,828 | |
| 8 | UFCS |
United Fire Group Inc
|
47,644 | $2,498,451 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,421,541 | 197,868 | Shares | Other | 2026-08-11 | |
| 2026-03-31 | $74,216,867 | 227,708 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $74,949,687 | 240,131 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $35,529,629 | 125,880 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $23,134,431 | 79,851 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $18,613,152 | 61,635 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $15,021,325 | 54,366 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $10,752,909 | 37,286 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $8,941,574 | 35,054 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $8,626,955 | 33,292 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,070,410 | 31,285 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $6,410,277 | 30,792 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $5,731,932 | 29,767 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $5,477,817 | 28,210 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $5,570,811 | 25,253 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $3,643,601 | 20,033 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $6,495,985 | 33,045 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $7,068,539 | 33,046 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $6,028,951 | 31,188 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $5,302,936 | 30,568 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $4,735,775 | 29,796 | Shares | Other | 2021-07-29 | |
| 2021-03-31 | $1,950,613 | 12,348 | Shares | Sole | 2021-05-04 | |
| 2020-03-31 | $376,059 | 3,367 | Shares | Other | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||