Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$26,918
+$8,340 QoQ
Shares Held
79
+38.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,999
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $207,817 across 14 Insurance - Property & Casualty names. CB ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
232 | $76,587 | |
| 2 | ALL |
Allstate Corp
|
226 | $53,774 | |
| 3 | CB |
Chubb Ltd
This page
|
79 | $26,918 | |
| 4 | PGR |
Progressive Corp/Oh/
|
111 | $24,247 | |
| 5 | CINF |
Cincinnati Financial Corp
|
30 | $5,554 | |
| 6 | WRB |
Berkley W R Corp
|
61 | $4,302 | |
| 7 | MKL |
Markel Group Inc.
|
2 | $3,906 | |
| 8 | L |
Loews Corp
|
29 | $3,283 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,918 | 79 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $18,578 | 57 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $15,918 | 51 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||