Position in CB
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,816,314
+$345,540 QoQ
Shares Held
11,709
+5.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
12 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 Mar 31, 2026Bleakley Financial Group, LLC holds $16,195,395 across 8 Insurance - Property & Casualty names. CB ranks #1 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
11,709 | $3,816,314 | |
| 2 | PGR |
Progressive Corp/Oh/
|
18,858 | $3,738,409 | |
| 3 | TRV |
Travelers Companies, Inc.
|
10,938 | $3,190,395 | |
| 4 | KINS |
Kingstone Companies, Inc.
|
201,855 | $2,941,027 | |
| 5 | WRB |
Berkley W R Corp
|
22,589 | $1,497,198 | |
| 6 | PRA |
Proassurance Corp
|
18,366 | $454,007 | |
| 7 | HRTG |
Heritage Insurance Holdings, Inc.
|
11,247 | $295,233 | |
| 8 | BOW |
Bowhead Specialty Holdings Inc.
|
11,717 | $262,812 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,816,314 | 11,709 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,470,774 | 11,120 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $3,005,845 | 10,375 | Shares | Sole | 2025-07-30 | |
| 2024-12-31 | $2,505,764 | 9,069 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,543,311 | 8,819 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,148,283 | 8,422 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,199,754 | 8,489 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,853,200 | 8,200 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,600,071 | 7,686 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,566,090 | 8,133 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,376,347 | 7,088 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,444,930 | 6,550 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||