Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,497,427
+$393,969 QoQ
Shares Held
13,199
+4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#614
of 2,131 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026NewEdge Wealth, LLC holds $31,556,876 across 11 Insurance - Property & Casualty names. CB ranks #4 (14.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
43,156 | $9,427,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
14,064 | $4,642,807 | |
| 3 | WRB |
Berkley W R Corp
|
64,538 | $4,551,865 | |
| 4 | CB |
Chubb Ltd
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|
13,199 | $4,497,427 | |
| 5 | CINF |
Cincinnati Financial Corp
|
14,835 | $2,746,551 | |
| 6 | RLI |
Rli Corp
|
37,891 | $2,238,221 | |
| 7 | ORI |
Old Republic International Corp
|
41,125 | $1,682,835 | |
| 8 | ALL |
Allstate Corp
|
3,235 | $769,735 |
All Filings in CB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,497,427 | 13,199 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,103,458 | 12,590 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,219,303 | 19,926 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,048,876 | 14,345 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $4,090,556 | 14,119 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,447,024 | 8,103 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,381,153 | 8,618 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,489,382 | 8,632 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,836,576 | 7,200 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,404,985 | 9,281 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,619,742 | 7,167 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,292,381 | 6,208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,427,062 | 7,411 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $468,775 | 2,125 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $833,695 | 4,241 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $716,565 | 3,350 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $844,958 | 4,371 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $300,467 | 1,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $604,607 | 3,804 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,302,163 | 46,225 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,012,965 | 13,078 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||