Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,875,504
+$212,005 QoQ
Shares Held
8,439
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#741
of 2,130 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $11,792,470 across 15 Insurance - Property & Casualty names. CB ranks #2 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,961 | $3,049,780 | |
| 2 | CB |
Chubb Ltd
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|
8,439 | $2,875,504 | |
| 3 | ALL |
Allstate Corp
|
12,046 | $2,866,224 | |
| 4 | TRV |
Travelers Companies, Inc.
|
8,607 | $2,841,342 | |
| 5 | L |
Loews Corp
|
826 | $93,511 | |
| 6 | CINF |
Cincinnati Financial Corp
|
99 | $18,328 | |
| 7 | WRB |
Berkley W R Corp
|
191 | $13,471 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
40 | $13,192 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,875,504 | 8,439 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,663,499 | 8,172 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,688,913 | 8,615 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $411,802 | 1,459 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $467,897 | 1,615 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $665,283 | 2,203 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,278,646 | 8,247 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $660,124 | 2,289 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $724,427 | 2,840 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $657,153 | 2,536 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $566,582 | 2,507 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $540,643 | 2,597 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $578,257 | 3,003 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $434,186 | 2,236 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $387,153 | 1,755 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $263,544 | 1,449 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $397,877 | 2,024 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $559,990 | 2,618 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,727,418 | 8,936 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $499,622 | 2,880 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $341,244 | 2,147 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,127,431 | 7,137 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||