Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,213,784
+$784,585 QoQ
Shares Held
6,497
+48.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#822
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $8,247,366 across 8 Insurance - Property & Casualty names. CB ranks #2 (26.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
1,541 | $3,009,588 | |
| 2 | CB |
Chubb Ltd
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|
6,497 | $2,213,784 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,138 | $705,794 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,179 | $694,450 | |
| 5 | ALL |
Allstate Corp
|
2,644 | $629,111 | |
| 6 | SLDE |
Slide Insurance Holdings, Inc.
|
22,871 | $443,011 | |
| 7 | RLI |
Rli Corp
|
4,725 | $279,104 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,472 | $272,524 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,213,784 | 6,497 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,429,199 | 4,385 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $870,812 | 2,790 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,195,902 | 7,780 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $823,960 | 2,844 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $744,101 | 2,464 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $641,291 | 2,321 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $533,521 | 1,850 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $458,376 | 1,797 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $512,817 | 1,979 | Shares | Other | 2025-05-29 | |
| 2023-12-31 | $388,042 | 1,717 | Shares | Other | 2025-05-28 | |
| No filing history on record for this holder in this stock. | ||||||