Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,609,996
+$69,977 QoQ
Shares Held
4,725
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#934
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026MONTAG A & ASSOCIATES INC holds $14,629,658 across 9 Insurance - Property & Casualty names. CB ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
3,040 | $5,937,150 | |
| 2 | WRB |
Berkley W R Corp
|
71,030 | $5,009,745 | |
| 3 | CB |
Chubb Ltd
This page
|
4,725 | $1,609,996 | |
| 4 | L |
Loews Corp
|
9,597 | $1,086,476 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,896 | $625,907 | |
| 6 | PGR |
Progressive Corp/Oh/
|
697 | $152,259 | |
| 7 | ALL |
Allstate Corp
|
600 | $142,764 | |
| 8 | CINF |
Cincinnati Financial Corp
|
340 | $62,947 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,996 | 4,725 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,540,019 | 4,725 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,287,495 | 4,125 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,123,355 | 3,980 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,217,113 | 4,201 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $1,261,412 | 4,177 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,154,105 | 4,177 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,279,586 | 4,437 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,006,290 | 3,945 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,022,267 | 3,945 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $891,570 | 3,945 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $821,270 | 3,945 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $760,997 | 3,952 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $767,399 | 3,952 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $871,811 | 3,952 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $717,516 | 3,945 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $775,508 | 3,945 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $843,835 | 3,945 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $762,607 | 3,945 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $684,378 | 3,945 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $627,018 | 3,945 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $623,191 | 3,945 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $595,670 | 3,870 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $536,474 | 4,620 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $584,984 | 4,620 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $596,983 | 5,345 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||