Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,561,486
-$388,738 QoQ
Shares Held
13,387
-11.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#600
of 2,106 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, 2026Clearstead Advisors, LLC holds $47,715,990 across 41 Insurance - Property & Casualty names. CB ranks #3 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
88,432 | $19,317,970 | |
| 2 | CINF |
Cincinnati Financial Corp
|
68,410 | $12,665,427 | |
| 3 | CB |
Chubb Ltd
This page
|
13,387 | $4,561,486 | |
| 4 | ALL |
Allstate Corp
|
14,863 | $3,536,502 | |
| 5 | TRV |
Travelers Companies, Inc.
|
9,273 | $3,061,202 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4,921 | $1,622,995 | |
| 7 | MKL |
Markel Group Inc.
|
639 | $1,247,973 | |
| 8 | AIZ |
Assurant, Inc.
|
2,199 | $590,497 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,561,486 | 13,387 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,950,224 | 15,188 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,896,538 | 15,688 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,554,938 | 12,595 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,798,808 | 13,112 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,683,674 | 12,198 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,542,994 | 12,823 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,733,208 | 12,945 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,092,845 | 12,125 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,299,260 | 8,873 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,956,030 | 8,655 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,811,790 | 8,703 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,793,118 | 9,312 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,793,446 | 9,236 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1,990,253 | 9,022 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,807,523 | 9,938 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $2,070,773 | 10,534 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,252,794 | 10,532 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,979,107 | 10,238 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,836,459 | 10,586 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,621,664 | 10,203 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,584,123 | 10,028 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,506,568 | 9,788 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,136,466 | 9,787 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,408,520 | 11,124 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $605,248 | 5,419 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||