Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$51,451
+$2,236 QoQ
Shares Held
151
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,940
of 2,130 holders
Holding Since
Dec 2020
23 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, 2026Key Financial Inc holds $663,155 across 9 Insurance - Property & Casualty names. CB ranks #3 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,065 | $351,577 | |
| 2 | ALL |
Allstate Corp
|
851 | $202,486 | |
| 3 | CB |
Chubb Ltd
This page
|
151 | $51,451 | |
| 4 | PGR |
Progressive Corp/Oh/
|
89 | $19,442 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
200 | $19,402 | |
| 6 | CINF |
Cincinnati Financial Corp
|
36 | $6,665 | |
| 7 | LMND |
Lemonade, Inc.
|
100 | $6,505 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
13 | $4,287 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,451 | 151 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $49,215 | 151 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $47,130 | 151 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $42,619 | 151 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $45,196 | 156 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $73,081 | 242 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $85,100 | 308 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $64,022 | 222 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $55,352 | 217 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $56,231 | 217 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $49,042 | 217 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $45,175 | 217 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $41,785 | 217 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $34,564 | 178 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $39,266 | 178 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $32,374 | 178 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $34,991 | 178 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $21,603 | 101 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $13,725 | 71 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $12,317 | 71 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $11,284 | 71 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,633 | 23 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,540 | 23 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||