Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$603,791
-$16,453 QoQ
Shares Held
1,772
-6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,293
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Aprio Wealth Management, LLC holds $4,392,641 across 7 Insurance - Property & Casualty names. CB ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,591 | $1,330,322 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,473 | $816,386 | |
| 3 | WRB |
Berkley W R Corp
|
10,385 | $732,454 | |
| 4 | CB |
Chubb Ltd
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|
1,772 | $603,791 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,831 | $399,981 | |
| 6 | MKL |
Markel Group Inc.
|
135 | $263,656 | |
| 7 | CINF |
Cincinnati Financial Corp
|
1,329 | $246,051 |
All Filings in CB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,791 | 1,772 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $620,244 | 1,903 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $581,167 | 1,862 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $275,758 | 977 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $320,140 | 1,105 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $304,405 | 1,008 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $239,275 | 866 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $229,846 | 797 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||