Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$79,392
+$16,162 QoQ
Shares Held
233
+20.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,901
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $6,109,804 across 8 Insurance - Property & Casualty names. CB ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WRB |
Berkley W R Corp
|
45,219 | $3,189,296 | |
| 2 | ALL |
Allstate Corp
|
9,778 | $2,326,577 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,079 | $356,199 | |
| 4 | HCI |
HCI Group, Inc.
|
544 | $95,336 | |
| 5 | CB |
Chubb Ltd
This page
|
233 | $79,392 | |
| 6 | CINF |
Cincinnati Financial Corp
|
190 | $35,176 | |
| 7 | ORI |
Old Republic International Corp
|
600 | $24,552 | |
| 8 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $79,392 | 233 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $63,230 | 194 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $60,551 | 194 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $80,159 | 284 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $73,588 | 254 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $54,660 | 181 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $45,313 | 164 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $225,520 | 782 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $199,472 | 782 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $202,639 | 782 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $173,342 | 767 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $169,042 | 812 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $156,358 | 812 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $156,120 | 804 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $114,050 | 517 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $62,930 | 346 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $202,083 | 1,028 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $258,390 | 1,208 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $218,633 | 1,131 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $192,388 | 1,109 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $224,581 | 1,413 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $223,211 | 1,413 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $217,488 | 1,413 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $164,077 | 1,413 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $187,776 | 1,483 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $77,959 | 698 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||