Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$58,345,931
+$1,402,051 QoQ
Shares Held
171,233
-2.0% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#181
of 2,138 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 31%
Shared 0%
None 68%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $228,065,419 across 21 Insurance - Property & Casualty names. CB ranks #1 (25.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
171,233 | $58,345,931 | |
| 2 | TRV |
Travelers Companies, Inc.
|
147,405 | $48,661,337 | |
| 3 | PGR |
Progressive Corp/Oh/
|
164,524 | $35,940,267 | |
| 4 | WRB |
Berkley W R Corp
|
468,920 | $33,072,926 | |
| 5 | ALL |
Allstate Corp
|
128,617 | $30,603,128 | |
| 6 | MKL |
Markel Group Inc.
|
2,628 | $5,132,510 | |
| 7 | AIZ |
Assurant, Inc.
|
13,479 | $3,619,514 | |
| 8 | CINF |
Cincinnati Financial Corp
|
15,398 | $2,850,784 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,345,931 | 171,233 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $56,943,880 | 174,712 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $55,794,258 | 178,759 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $49,946,676 | 176,959 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $52,174,805 | 180,087 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $55,953,611 | 185,283 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $52,803,969 | 191,111 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $53,029,152 | 183,880 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $49,373,794 | 193,562 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $54,197,296 | 209,151 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $79,161,924 | 350,274 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $154,919,019 | 744,159 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $143,278,888 | 744,074 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $196,648,609 | 1,012,713 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $228,987,652 | 1,038,022 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $192,433,767 | 1,058,026 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $202,419,603 | 1,029,706 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $245,539,446 | 1,147,917 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $228,438,098 | 1,181,719 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $214,797,903 | 1,238,171 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $193,655,673 | 1,218,420 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $192,505,083 | 1,218,618 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $57,851,138 | 375,852 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $130,891,506 | 1,127,209 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $155,068,852 | 1,224,679 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $121,515,589 | 1,087,972 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||