Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$59,288
+$3,880 QoQ
Shares Held
174
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,933
of 2,131 holders
Holding Since
Sep 2020
24 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, 2026TFC Financial Management, Inc. holds $130,191 across 13 Insurance - Property & Casualty names. CB ranks #1 (45.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
174 | $59,288 | |
| 2 | PGR |
Progressive Corp/Oh/
|
235 | $51,335 | |
| 3 | ALL |
Allstate Corp
|
43 | $10,231 | |
| 4 | TRV |
Travelers Companies, Inc.
|
15 | $4,951 | |
| 5 | L |
Loews Corp
|
25 | $2,830 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
1 | $329 | |
| 7 | AIZ |
Assurant, Inc.
|
1 | $268 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1 | $214 |
All Filings in CB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,288 | 174 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $55,408 | 170 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $57,117 | 183 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $51,651 | 183 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $53,018 | 183 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $58,888 | 195 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $56,641 | 205 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $69,213 | 240 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $52,036 | 204 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $52,862 | 204 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $45,652 | 202 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $42,052 | 202 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $32,350 | 168 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $60,778 | 313 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $18,971 | 86 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $88,393 | 486 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $16,905 | 86 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $18,395 | 86 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $16,624 | 86 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $14,919 | 86 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $13,668 | 86 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $13,585 | 86 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $13,237 | 86 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $9,986 | 86 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||