Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,635,536
+$170,484 QoQ
Shares Held
45,887
-3.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#76
of 859 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $58,630,085 across 18 Insurance - Property & Casualty names. CB ranks #1 (26.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
45,887 | $15,635,536 | |
| 2 | ALL |
Allstate Corp
|
41,971 | $9,986,579 | |
| 3 | TRV |
Travelers Companies, Inc.
|
23,018 | $7,598,702 | |
| 4 | PGR |
Progressive Corp/Oh/
|
34,666 | $7,572,787 | |
| 5 | MKL |
Markel Group Inc.
|
1,529 | $2,986,152 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
143,437 | $2,778,374 | |
| 7 | ROOT |
Root, Inc.
|
47,396 | $2,650,384 | |
| 8 | CNA |
Cna Financial Corp
|
39,507 | $1,920,435 |
All Filings in CB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,635,536 | 45,887 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $15,465,052 | 47,449 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,456,149 | 46,316 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $11,755,430 | 41,649 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,588,396 | 36,547 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $11,067,329 | 36,648 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $9,048,548 | 32,749 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $9,100,434 | 31,556 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $7,687,345 | 30,137 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,623,863 | 29,421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,556,486 | 29,011 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $6,012,030 | 28,879 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $5,340,651 | 27,735 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $5,099,360 | 26,261 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $5,769,572 | 26,154 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,215,614 | 23,178 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $4,300,973 | 21,879 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $4,375,752 | 20,457 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,609,677 | 18,673 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||