Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$852,531
+$85,944 QoQ
Shares Held
2,502
+6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,127
of 2,106 holders
Holding Since
Mar 2024
10 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, 2026PFG Investments, LLC holds $5,341,890 across 8 Insurance - Property & Casualty names. CB ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
5,678 | $1,351,023 | |
| 2 | TRV |
Travelers Companies, Inc.
|
3,347 | $1,104,911 | |
| 3 | CB |
Chubb Ltd
This page
|
2,502 | $852,531 | |
| 4 | CINF |
Cincinnati Financial Corp
|
4,505 | $834,055 | |
| 5 | MKL |
Markel Group Inc.
|
219 | $427,709 | |
| 6 | MCY |
Mercury General Corp
|
2,714 | $289,366 | |
| 7 | L |
Loews Corp
|
2,141 | $242,382 | |
| 8 | UFCS |
United Fire Group Inc
|
4,575 | $239,913 |
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $852,531 | 2,502 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $766,587 | 2,352 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $705,079 | 2,259 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $683,891 | 2,423 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $658,533 | 2,273 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $592,504 | 1,962 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $638,529 | 2,311 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $683,195 | 2,369 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $581,327 | 2,279 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $421,086 | 1,625 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||