Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$968,383
+$14,712 QoQ
Shares Held
2,842
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,103
of 2,131 holders
Holding Since
Mar 2022
18 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, 2026Resonant Capital Advisors, LLC holds $10,043,655 across 7 Insurance - Property & Casualty names. CB ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
26,770 | $5,847,906 | |
| 2 | MKL |
Markel Group Inc.
|
533 | $1,040,954 | |
| 3 | CB |
Chubb Ltd
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|
2,842 | $968,383 | |
| 4 | AFG |
American Financial Group Inc
|
6,036 | $844,677 | |
| 5 | ALL |
Allstate Corp
|
2,213 | $526,561 | |
| 6 | WRB |
Berkley W R Corp
|
6,779 | $478,122 | |
| 7 | TRV |
Travelers Companies, Inc.
|
1,021 | $337,052 |
All Filings in CB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,383 | 2,842 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $953,671 | 2,926 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $809,951 | 2,595 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $633,369 | 2,244 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $570,168 | 1,968 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $558,379 | 1,849 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $463,078 | 1,676 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $468,922 | 1,626 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $381,854 | 1,497 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $345,420 | 1,333 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $269,392 | 1,192 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $250,024 | 1,201 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $226,835 | 1,178 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $265,055 | 1,365 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $296,486 | 1,344 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $228,259 | 1,255 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $238,451 | 1,213 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $261,599 | 1,223 | Shares | Sole | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||