Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,072,649
+$282,596 QoQ
Shares Held
3,148
+29.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,064
of 2,131 holders
Holding Since
Sep 2023
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 Jun 30, 2026DRIVE WEALTH MANAGEMENT, LLC holds $5,883,457 across 8 Insurance - Property & Casualty names. CB ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
7,476 | $1,633,131 | |
| 2 | CB |
Chubb Ltd
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|
3,148 | $1,072,649 | |
| 3 | RLI |
Rli Corp
|
17,407 | $1,028,231 | |
| 4 | TRV |
Travelers Companies, Inc.
|
2,117 | $698,863 | |
| 5 | BOW |
Bowhead Specialty Holdings Inc.
|
22,510 | $673,724 | |
| 6 | ALL |
Allstate Corp
|
1,314 | $312,652 | |
| 7 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
4,375 | $255,281 | |
| 8 | HRTG |
Heritage Insurance Holdings, Inc.
|
8,011 | $208,926 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,072,649 | 3,148 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $790,053 | 2,424 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $748,151 | 2,397 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $378,497 | 1,341 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $391,122 | 1,350 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $389,868 | 1,291 | Shares | Other | 2025-05-07 | |
| 2024-12-31 | $363,887 | 1,317 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $357,026 | 1,238 | Shares | Other | 2024-11-07 | |
| 2024-06-30 | $301,759 | 1,183 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $295,926 | 1,142 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $257,866 | 1,141 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $226,291 | 1,087 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||