Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,956,869
+$202,062 QoQ
Shares Held
5,743
+6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#862
of 2,131 holders
Holding Since
Dec 2021
19 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, 2026Wedmont Private Capital holds $13,906,910 across 12 Insurance - Property & Casualty names. CB ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
59,916 | $3,539,238 | |
| 2 | PGR |
Progressive Corp/Oh/
|
13,293 | $2,903,855 | |
| 3 | CB |
Chubb Ltd
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|
5,743 | $1,956,869 | |
| 4 | ALL |
Allstate Corp
|
7,063 | $1,680,570 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,669 | $1,211,210 | |
| 6 | WRB |
Berkley W R Corp
|
9,964 | $702,760 | |
| 7 | CINF |
Cincinnati Financial Corp
|
2,497 | $462,294 | |
| 8 | L |
Loews Corp
|
3,155 | $357,177 |
All Filings in CB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,956,869 | 5,743 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,754,807 | 5,384 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,636,757 | 5,244 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,510,602 | 5,352 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,806,983 | 6,237 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,801,370 | 5,965 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,655,313 | 5,991 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,516,354 | 5,258 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,305,754 | 5,119 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,187,074 | 4,581 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $986,038 | 4,363 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $777,135 | 3,733 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $626,397 | 3,253 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $517,878 | 2,667 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $642,607 | 2,913 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $471,614 | 2,593 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $363,083 | 1,847 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $381,811 | 1,785 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $198,142 | 1,025 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||