Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,225,194
+$1,621,248 QoQ
Shares Held
27,074
+16.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#443
of 2,131 holders
Holding Since
Dec 2022
15 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, 2026DAYMARK WEALTH PARTNERS, LLC holds $53,713,971 across 8 Insurance - Property & Casualty names. CB ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
170,340 | $37,210,773 | |
| 2 | CB |
Chubb Ltd
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|
27,074 | $9,225,194 | |
| 3 | CINF |
Cincinnati Financial Corp
|
21,382 | $3,958,663 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,702 | $1,222,104 | |
| 5 | AFG |
American Financial Group Inc
|
4,428 | $619,654 | |
| 6 | L |
Loews Corp
|
5,251 | $594,465 | |
| 7 | ALL |
Allstate Corp
|
2,281 | $542,741 | |
| 8 | WRB |
Berkley W R Corp
|
4,826 | $340,377 |
All Filings in CB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,225,194 | 27,074 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,603,946 | 23,330 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $7,444,686 | 23,852 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $6,605,214 | 23,402 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,928,653 | 23,915 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,136,929 | 23,633 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,589,478 | 23,849 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $7,225,899 | 25,056 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $6,275,223 | 24,601 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,538,385 | 21,373 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $4,815,608 | 21,308 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,287,883 | 20,597 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,753,066 | 9,104 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,437,902 | 7,405 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,180,430 | 5,351 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||