Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,939,563
+$221,633 QoQ
Shares Held
8,627
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#736
of 2,131 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $5,741,860 across 7 Insurance - Property & Casualty names. CB ranks #1 (51.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,627 | $2,939,563 | |
| 2 | TRV |
Travelers Companies, Inc.
|
8,300 | $2,739,996 | |
| 3 | AIZ |
Assurant, Inc.
|
125 | $33,566 | |
| 4 | ALL |
Allstate Corp
|
60 | $14,276 | |
| 5 | CINF |
Cincinnati Financial Corp
|
32 | $5,924 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
14 | $4,617 | |
| 7 | AFG |
American Financial Group Inc
|
28 | $3,918 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,939,563 | 8,627 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,717,930 | 8,339 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $2,540,968 | 8,141 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,213,122 | 7,841 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,302,984 | 7,949 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,729,989 | 9,040 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,473,437 | 8,952 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,925,291 | 6,676 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,250,147 | 4,901 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,027,709 | 3,966 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $515,732 | 2,282 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $59,331 | 285 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $58,730 | 305 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $41,360 | 213 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $60,444 | 274 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $173,186 | 881 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $215,825 | 1,009 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $185,964 | 962 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $45,798 | 264 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $124,608 | 784 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $85,619 | 542 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $769 | 5 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||