Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$959,864
+$125,810 QoQ
Shares Held
2,817
+10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,105
of 2,130 holders
Holding Since
Mar 2020
19 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, 2026HBK Sorce Advisory LLC holds $6,340,649 across 7 Insurance - Property & Casualty names. CB ranks #3 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
36,544 | $1,495,380 | |
| 2 | TRV |
Travelers Companies, Inc.
|
4,223 | $1,394,096 | |
| 3 | CB |
Chubb Ltd
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|
2,817 | $959,864 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,810 | $832,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
3,541 | $655,580 | |
| 6 | WRB |
Berkley W R Corp
|
8,384 | $591,323 | |
| 7 | ALL |
Allstate Corp
|
1,732 | $412,112 |
All Filings in CB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $959,864 | 2,817 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $834,054 | 2,559 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $763,133 | 2,445 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $569,862 | 2,019 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $517,150 | 1,785 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $451,173 | 1,494 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $366,926 | 1,328 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $362,217 | 1,256 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $311,707 | 1,222 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $307,846 | 1,188 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $250,634 | 1,109 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $240,031 | 1,153 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $225,680 | 1,172 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $210,296 | 1,083 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $486,643 | 2,206 | Shares | Sole | 2023-02-09 | |
| 2022-06-30 | $229,015 | 1,165 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $232,081 | 1,085 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $221,339 | 1,145 | Shares | Sole | 2022-02-15 | |
| 2020-03-31 | $268,391 | 2,403 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||