Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$546,887
+$23,770 QoQ
Shares Held
1,605
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,333
of 2,131 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $55,302,154 across 19 Insurance - Property & Casualty names. CB ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
53,361 | $17,615,532 | |
| 2 | WRB |
Berkley W R Corp
|
179,803 | $12,681,505 | |
| 3 | PGR |
Progressive Corp/Oh/
|
54,213 | $11,842,829 | |
| 4 | MKL |
Markel Group Inc.
|
3,741 | $7,306,210 | |
| 5 | AIZ |
Assurant, Inc.
|
18,958 | $5,090,791 | |
| 6 | CB |
Chubb Ltd
This page
|
1,605 | $546,887 | |
| 7 | CINF |
Cincinnati Financial Corp
|
674 | $124,784 | |
| 8 | L |
Loews Corp
|
378 | $42,793 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,887 | 1,605 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $523,117 | 1,605 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $276,226 | 885 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $249,791 | 885 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $256,402 | 885 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $241,289 | 799 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $276,023 | 999 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $288,101 | 999 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $261,201 | 1,024 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $282,969 | 1,092 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $208,598 | 923 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $206,306 | 991 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $190,826 | 991 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $216,316 | 1,114 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $266,043 | 1,206 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $219,347 | 1,206 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $275,605 | 1,402 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $314,860 | 1,472 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $266,187 | 1,377 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $238,881 | 1,377 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $253,986 | 1,598 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $252,436 | 1,598 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $263,664 | 1,713 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $228,802 | 1,807 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $204,951 | 1,835 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||