Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,020,175
-$3,896 QoQ
Shares Held
2,994
-4.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,090
of 2,130 holders
Holding Since
Mar 2024
10 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, 2026LRI Investments, LLC holds $8,331,074 across 23 Insurance - Property & Casualty names. CB ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,277 | $3,159,128 | |
| 2 | TRV |
Travelers Companies, Inc.
|
6,554 | $2,163,605 | |
| 3 | SIGI |
Selective Insurance Group Inc
|
14,865 | $1,442,053 | |
| 4 | CB |
Chubb Ltd
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|
2,994 | $1,020,175 | |
| 5 | AIZ |
Assurant, Inc.
|
1,085 | $291,355 | |
| 6 | PGR |
Progressive Corp/Oh/
|
360 | $78,641 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
17 | $35,247 | |
| 8 | MCY |
Mercury General Corp
|
304 | $32,412 |
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,020,175 | 2,994 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,024,071 | 3,142 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $843,972 | 2,704 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $774,493 | 2,744 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $793,832 | 2,740 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $830,169 | 2,749 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $757,614 | 2,742 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $790,765 | 2,742 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $346,143 | 1,357 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $273,900 | 1,057 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||