Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,906,099
+$40,802 QoQ
Shares Held
5,594
-2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#873
of 2,131 holders
Holding Since
Dec 2020
23 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, 2026Valmark Advisers, Inc. holds $6,063,225 across 6 Insurance - Property & Casualty names. CB ranks #1 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
5,594 | $1,906,099 | |
| 2 | CINF |
Cincinnati Financial Corp
|
8,778 | $1,625,158 | |
| 3 | AFG |
American Financial Group Inc
|
8,307 | $1,162,481 | |
| 4 | PGR |
Progressive Corp/Oh/
|
3,368 | $735,739 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,026 | $338,703 | |
| 6 | ALL |
Allstate Corp
|
1,240 | $295,045 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,906,099 | 5,594 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,865,297 | 5,723 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,887,389 | 6,047 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,683,056 | 5,963 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,676,030 | 5,785 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,718,323 | 5,690 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,584,027 | 5,733 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,874,535 | 6,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,482,014 | 5,810 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,431,952 | 5,526 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,248,876 | 5,526 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $1,154,982 | 5,548 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $994,764 | 5,166 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,031,484 | 5,312 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,176,680 | 5,334 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $960,690 | 5,282 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,038,335 | 5,282 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,126,825 | 5,268 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,016,037 | 5,256 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $963,854 | 5,556 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $883,070 | 5,556 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $828,868 | 5,247 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $792,226 | 5,147 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||