Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$576,532
+$45,918 QoQ
Shares Held
1,692
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#662
of 1,165 holders
Holding Since
Mar 2023
7 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, 20261834 INVESTMENT ADVISORS CO holds $3,014,838 across 2 Insurance - Property & Casualty names. CB ranks #2 (19.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTM |
White Mountains Insurance Group Ltd
|
1,176 | $2,438,306 | |
| 2 | CB |
Chubb Ltd
This page
|
1,692 | $576,532 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,532 | 1,692 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $530,614 | 1,628 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $526,546 | 1,687 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $494,784 | 1,753 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $237,533 | 1,141 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $390,896 | 2,030 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $241,171 | 1,242 | Shares | Sole | 2023-05-09 | |
| No filing history on record for this holder in this stock. | ||||||