Position in CB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$16,355
+$4,948 QoQ
Shares Held
48
+37.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,043
of 2,130 holders
Holding Since
Mar 2025
6 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, 2026Dogwood Wealth Management LLC holds $376,199 across 8 Insurance - Property & Casualty names. CB ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
1,409 | $307,796 | |
| 2 | TRV |
Travelers Companies, Inc.
|
55 | $18,156 | |
| 3 | CB |
Chubb Ltd
This page
|
48 | $16,355 | |
| 4 | AIZ |
Assurant, Inc.
|
50 | $13,426 | |
| 5 | ALL |
Allstate Corp
|
42 | $9,993 | |
| 6 | LMND |
Lemonade, Inc.
|
129 | $8,391 | |
| 7 | THG |
Hanover Insurance Group, Inc.
|
8 | $1,712 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2 | $370 |
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,355 | 48 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $11,407 | 35 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,866 | 22 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,362 | 19 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,429 | 36 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,945 | 23 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||