Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,711,430
+$504,561 QoQ
Shares Held
28,501
+0.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#433
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Fiduciary Trust Co holds $18,274,211 across 10 Insurance - Property & Casualty names. CB ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
28,501 | $9,711,430 | |
| 2 | ALL |
Allstate Corp
|
15,110 | $3,595,273 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,507 | $1,487,849 | |
| 4 | ORI |
Old Republic International Corp
|
26,407 | $1,080,574 | |
| 5 | PGR |
Progressive Corp/Oh/
|
3,942 | $861,129 | |
| 6 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
7,576 | $442,059 | |
| 7 | BOW |
Bowhead Specialty Holdings Inc.
|
9,509 | $284,604 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
846 | $279,019 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,711,430 | 28,501 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $9,206,869 | 28,248 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,634,175 | 27,663 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,285,166 | 29,354 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,551,954 | 29,518 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $8,521,251 | 28,217 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,382,941 | 30,340 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,925,958 | 30,951 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,682,754 | 30,119 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,893,099 | 30,460 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $7,108,378 | 31,453 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $7,631,045 | 36,656 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,376,203 | 38,306 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $7,025,819 | 36,182 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $8,416,331 | 38,152 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $7,030,207 | 38,653 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $7,933,378 | 40,357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,071,498 | 42,410 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,741,671 | 45,221 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,585,238 | 43,724 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $6,883,850 | 43,311 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,089,060 | 44,876 | Shares | Sole | 2021-05-19 | |
| 2020-12-31 | $7,085,707 | 46,035 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $5,437,319 | 46,825 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $6,193,617 | 48,915 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,347,190 | 65,782 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||