Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,002,797
-$6,934 QoQ
Shares Held
2,943
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#524
of 1,165 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, 2026Williams Jones Wealth Management, LLC. holds $50,418,291 across 9 Insurance - Property & Casualty names. CB ranks #3 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
160,740 | $35,113,653 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
5,193 | $10,767,113 | |
| 3 | CB |
Chubb Ltd
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|
2,943 | $1,002,797 | |
| 4 | ALL |
Allstate Corp
|
3,859 | $918,210 | |
| 5 | TRV |
Travelers Companies, Inc.
|
2,231 | $736,497 | |
| 6 | WRB |
Berkley W R Corp
|
9,927 | $700,151 | |
| 7 | L |
Loews Corp
|
5,201 | $588,805 | |
| 8 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
200 | $329,362 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,002,797 | 2,943 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,009,731 | 3,098 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $975,062 | 3,124 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $894,168 | 3,168 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,170,468 | 4,040 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,245,104 | 4,123 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,405,814 | 5,088 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $746,353 | 2,588 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $672,645 | 2,637 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $663,372 | 2,560 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $577,656 | 2,556 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $477,981 | 2,296 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $594,817 | 3,089 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $588,559 | 3,031 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $635,548 | 2,881 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $519,631 | 2,857 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $575,389 | 2,927 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $403,843 | 1,888 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $385,846 | 1,996 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $337,071 | 1,943 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $305,641 | 1,923 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $302,670 | 1,916 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $293,833 | 1,909 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $298,312 | 2,569 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $798,845 | 6,309 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $684,436 | 6,128 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||