Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$76,920,010
+$2,465,213 QoQ
Shares Held
225,744
-1.2% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#153
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $117,202,814 across 14 Insurance - Property & Casualty names. CB ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
225,744 | $76,920,010 | |
| 2 | CINF |
Cincinnati Financial Corp
|
133,410 | $24,699,527 | |
| 3 | TRV |
Travelers Companies, Inc.
|
36,959 | $12,200,905 | |
| 4 | ALL |
Allstate Corp
|
9,636 | $2,292,789 | |
| 5 | PGR |
Progressive Corp/Oh/
|
1,405 | $306,922 | |
| 6 | L |
Loews Corp
|
2,613 | $295,817 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
1,423 | $179,852 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
396 | $130,604 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $76,920,010 | 225,744 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $74,454,797 | 228,438 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $73,731,171 | 236,227 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $67,195,257 | 238,070 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $69,638,547 | 240,365 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $72,243,557 | 239,225 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $65,067,268 | 235,495 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $66,641,449 | 231,081 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $59,001,534 | 231,306 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $59,747,085 | 230,568 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $52,671,786 | 233,061 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $47,275,179 | 227,088 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $42,970,149 | 223,152 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $40,395,653 | 208,032 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $45,140,054 | 204,624 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $36,748,672 | 202,049 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $39,107,428 | 198,939 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $42,705,348 | 199,651 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $38,417,462 | 198,735 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $34,773,198 | 200,445 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $30,902,386 | 194,428 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $30,708,894 | 194,397 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $28,637,739 | 186,056 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $21,618,176 | 186,171 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $23,720,864 | 187,339 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $21,588,113 | 193,286 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||