Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,765,714
+$107,383 QoQ
Shares Held
5,182
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#905
of 2,131 holders
Holding Since
Mar 2024
10 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, 2026Prosperity Consulting Group, LLC holds $6,152,163 across 7 Insurance - Property & Casualty names. CB ranks #2 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
10,123 | $1,874,172 | |
| 2 | CB |
Chubb Ltd
This page
|
5,182 | $1,765,714 | |
| 3 | PGR |
Progressive Corp/Oh/
|
4,595 | $1,003,777 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,548 | $511,025 | |
| 5 | ALL |
Allstate Corp
|
2,089 | $497,056 | |
| 6 | ORI |
Old Republic International Corp
|
6,481 | $265,202 | |
| 7 | WRB |
Berkley W R Corp
|
3,335 | $235,217 |
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,714 | 5,182 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,658,331 | 5,088 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,470,085 | 4,710 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,174,724 | 4,162 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $521,496 | 1,800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $354,234 | 1,173 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $288,733 | 1,045 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $284,929 | 988 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $253,804 | 995 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $240,472 | 928 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||