Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$71,895
+$8,339 QoQ
Shares Held
211
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,890
of 2,106 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 40%
Shared 0%
None 60%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $426,685 across 21 Insurance - Property & Casualty names. CB ranks #2 (16.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
355 | $117,192 | |
| 2 | CB |
Chubb Ltd
This page
|
211 | $71,895 | |
| 3 | PGR |
Progressive Corp/Oh/
|
326 | $71,214 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
145 | $31,047 | |
| 5 | AIZ |
Assurant, Inc.
|
102 | $27,390 | |
| 6 | ORI |
Old Republic International Corp
|
628 | $25,697 | |
| 7 | LMND |
Lemonade, Inc.
|
351 | $22,832 | |
| 8 | ALL |
Allstate Corp
|
52 | $12,372 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,895 | 211 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $63,556 | 195 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $46,006 | 163 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||