Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$84,503
-$12,624 QoQ
Shares Held
248
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,895
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026Crews Bank & Trust holds $3,014,580 across 6 Insurance - Property & Casualty names. CB ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACIC |
AMERICAN COASTAL INSURANCE Corp
|
189,075 | $2,098,732 | |
| 2 | ALL |
Allstate Corp
|
1,617 | $384,748 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,014 | $334,741 | |
| 4 | CB |
Chubb Ltd
This page
|
248 | $84,503 | |
| 5 | PGR |
Progressive Corp/Oh/
|
303 | $66,190 | |
| 6 | ORI |
Old Republic International Corp
|
1,116 | $45,666 |
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,503 | 248 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $97,127 | 298 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $93,011 | 298 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $84,110 | 298 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $86,336 | 298 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $89,993 | 298 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $86,481 | 313 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||