Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$57,925
-$5,631 QoQ
Shares Held
170
-12.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,943
of 2,139 holders
Holding Since
Dec 2022
14 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, 2026Cornerstone Planning Group LLC holds $306,197 across 21 Insurance - Property & Casualty names. CB ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
336 | $73,399 | |
| 2 | TRV |
Travelers Companies, Inc.
|
208 | $68,664 | |
| 3 | CB |
Chubb Ltd
This page
|
170 | $57,925 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
58 | $19,128 | |
| 5 | LMND |
Lemonade, Inc.
|
250 | $16,262 | |
| 6 | ALL |
Allstate Corp
|
68 | $16,179 | |
| 7 | AFG |
American Financial Group Inc
|
92 | $12,874 | |
| 8 | L |
Loews Corp
|
103 | $11,660 |
All Filings in CB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,925 | 170 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $63,556 | 195 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $36,830 | 118 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $33,305 | 118 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $18,831 | 65 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $19,025 | 63 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $12,433 | 45 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $12,400 | 43 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $10,458 | 41 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,846 | 38 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $8,136 | 36 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $9,368 | 45 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,087 | 42 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $14,559 | 66 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||