Position in CB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$223,414,258
+$38,951,651 QoQ
Shares Held
685,467
+16.0% QoQ
Ownership
0.177%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 88.51778272364706.ToString("F0")%
Shared 0.8941401407083214.ToString("F0")%
None 10.588077135644616.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026Corient Private Wealth LLC holds $510,825,794 across 27 Insurance - Property & Casualty names. CB ranks #1 (43.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
685,467 | $223,414,258 | |
| 2 | PGR |
Progressive Corp/Oh/
|
759,659 | $150,594,799 | |
| 3 | ALL |
Allstate Corp
|
256,854 | $53,256,107 | |
| 4 | ORI |
Old Republic International Corp
|
287,013 | $11,451,818 | |
| 5 | CINF |
Cincinnati Financial Corp
|
67,592 | $10,635,601 | |
| 6 | L |
Loews Corp
|
73,291 | $7,823,081 | |
| 7 | WRB |
Berkley W R Corp
|
115,918 | $7,683,045 | |
| 8 | AIZ |
Assurant, Inc.
|
32,843 | $7,153,533 |
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,414,258 | 685,467 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $184,462,607 | 590,999 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $114,175,204 | 404,518 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $169,401,021 | 584,706 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $175,483,367 | 581,090 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $166,625,477 | 603,060 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $175,918,475 | 610,002 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $153,482,399 | 601,703 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $153,830,709 | 593,643 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $134,373,724 | 594,574 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $111,052,578 | 533,445 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $112,385,332 | 583,638 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $96,883,586 | 498,937 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $81,846,790 | 371,019 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||