Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$24,874
+$756 QoQ
Shares Held
73
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,007
of 2,131 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026ENTRUST FINANCIAL LLC holds $166,851 across 7 Insurance - Property & Casualty names. CB ranks #4 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | THG |
Hanover Insurance Group, Inc.
|
183 | $39,183 | |
| 2 | PGR |
Progressive Corp/Oh/
|
145 | $31,675 | |
| 3 | TRV |
Travelers Companies, Inc.
|
94 | $31,031 | |
| 4 | CB |
Chubb Ltd
This page
|
73 | $24,874 | |
| 5 | WRB |
Berkley W R Corp
|
352 | $24,826 | |
| 6 | MKL |
Markel Group Inc.
|
6 | $11,718 | |
| 7 | RLI |
Rli Corp
|
60 | $3,544 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,874 | 73 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $24,118 | 74 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $24,345 | 78 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||