Position in CB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,424,073
+$9,947,396 QoQ
Shares Held
127,095
+26.0% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 17.544356583657894.ToString("F0")%
Shared 0.ToString("F0")%
None 82.4556434163421.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $220,160,466 across 27 Insurance - Property & Casualty names. CB ranks #2 (18.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
200,690 | $41,611,064 | |
| 2 | CB |
Chubb Ltd
This page
|
127,095 | $41,424,073 | |
| 3 | TRV |
Travelers Companies, Inc.
|
128,979 | $37,620,594 | |
| 4 | L |
Loews Corp
|
196,396 | $20,963,309 | |
| 5 | CINF |
Cincinnati Financial Corp
|
125,487 | $19,745,379 | |
| 6 | PGR |
Progressive Corp/Oh/
|
94,172 | $18,668,657 | |
| 7 | WRB |
Berkley W R Corp
|
196,070 | $12,995,519 | |
| 8 | AIZ |
Assurant, Inc.
|
23,514 | $5,121,584 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,424,073 | 127,095 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,476,677 | 100,848 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,034,704 | 81,611 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,164,335 | 73,051 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $25,371,085 | 84,013 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $21,578,477 | 78,098 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $23,208,762 | 80,477 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,037,138 | 51,110 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,479,683 | 52,019 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $9,500,362 | 42,037 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $8,532,881 | 40,988 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,806,467 | 56,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,471,658 | 38,478 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $6,577,409 | 29,816 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,526,835 | 19,391 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,749,763 | 19,075 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $3,940,251 | 18,421 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,013,130 | 10,414 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,472,151 | 8,486 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,576,049 | 9,916 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,151,551 | 13,620 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $1,579,527 | 10,262 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,208,576 | 10,408 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $766,304 | 6,052 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $646,014 | 5,784 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||