Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,107,064
+$89,185 QoQ
Shares Held
3,249
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,047
of 2,131 holders
Holding Since
Mar 2023
9 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, 2026SageView Advisory Group, LLC holds $5,067,743 across 7 Insurance - Property & Casualty names. CB ranks #2 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,677 | $1,240,140 | |
| 2 | CB |
Chubb Ltd
This page
|
3,249 | $1,107,064 | |
| 3 | CINF |
Cincinnati Financial Corp
|
4,805 | $889,597 | |
| 4 | ORI |
Old Republic International Corp
|
20,670 | $845,816 | |
| 5 | ALL |
Allstate Corp
|
1,684 | $400,690 | |
| 6 | TRV |
Travelers Companies, Inc.
|
948 | $312,953 | |
| 7 | AIZ |
Assurant, Inc.
|
1,011 | $271,483 |
All Filings in CB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,107,064 | 3,249 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,017,879 | 3,123 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $800,587 | 2,565 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $648,328 | 2,297 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $650,131 | 2,244 | Shares | Sole | 2025-08-13 | |
| 2024-06-30 | $379,559 | 1,488 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $422,620 | 1,870 | Shares | Sole | 2024-03-06 | |
| 2023-06-30 | $376,839 | 1,957 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $367,000 | 1,890 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||