Position in CB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$176,013,601
-$11,670,705 QoQ
Shares Held
540,035
-10.2% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 94.25555751016138.ToString("F0")%
Shared 0.3760867351190201.ToString("F0")%
None 5.368355754719602.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $592,209,348 across 23 Insurance - Property & Casualty names. CB ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
540,035 | $176,013,601 | |
| 2 | PGR |
Progressive Corp/Oh/
|
667,620 | $132,348,984 | |
| 3 | ALL |
Allstate Corp
|
461,056 | $95,595,346 | |
| 4 | TRV |
Travelers Companies, Inc.
|
304,966 | $88,952,479 | |
| 5 | RLI |
Rli Corp
|
358,234 | $20,433,665 | |
| 6 | L |
Loews Corp
|
170,602 | $18,210,055 | |
| 7 | CINF |
Cincinnati Financial Corp
|
111,732 | $17,581,027 | |
| 8 | WRB |
Berkley W R Corp
|
247,229 | $16,386,334 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $176,013,601 | 540,035 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $187,684,306 | 601,321 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $163,994,020 | 581,024 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $152,673,744 | 526,970 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $162,260,732 | 537,305 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $172,346,266 | 623,765 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $191,819,433 | 665,139 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $165,143,891 | 647,420 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $156,736,851 | 604,858 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $141,750,816 | 627,216 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $110,912,472 | 532,772 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $101,695,939 | 528,126 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $93,936,902 | 483,762 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $121,091,970 | 548,921 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $92,858,467 | 510,548 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $100,465,942 | 511,069 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $97,704,811 | 456,778 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $116,631,071 | 603,337 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $138,834,305 | 800,290 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $118,762,031 | 747,213 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $110,372,687 | 698,694 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $116,800,957 | 758,842 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $77,154,535 | 664,438 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $74,651,729 | 589,573 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $62,788,539 | 562,168 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||