Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$621,169
+$169,756 QoQ
Shares Held
1,823
+31.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,281
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026Kathmere Capital Management, LLC holds $6,101,386 across 7 Insurance - Property & Casualty names. CB ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
6,963 | $2,298,625 | |
| 2 | ALL |
Allstate Corp
|
7,859 | $1,869,970 | |
| 3 | CB |
Chubb Ltd
This page
|
1,823 | $621,169 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,802 | $612,096 | |
| 5 | L |
Loews Corp
|
2,420 | $273,968 | |
| 6 | ORI |
Old Republic International Corp
|
5,457 | $223,300 | |
| 7 | MCY |
Mercury General Corp
|
1,897 | $202,258 |
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $621,169 | 1,823 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $451,413 | 1,385 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $404,819 | 1,297 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $356,481 | 1,263 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $369,103 | 1,274 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $253,067 | 838 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $211,922 | 767 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||