Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,754,201
+$23,234 QoQ
Shares Held
8,083
-3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#758
of 2,131 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $12,479,632 across 11 Insurance - Property & Casualty names. CB ranks #1 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,083 | $2,754,201 | |
| 2 | TRV |
Travelers Companies, Inc.
|
7,678 | $2,534,661 | |
| 3 | ALL |
Allstate Corp
|
10,244 | $2,437,457 | |
| 4 | MKL |
Markel Group Inc.
|
721 | $1,408,120 | |
| 5 | CINF |
Cincinnati Financial Corp
|
4,340 | $803,507 | |
| 6 | PGR |
Progressive Corp/Oh/
|
3,173 | $693,141 | |
| 7 | HCI |
HCI Group, Inc.
|
3,350 | $587,087 | |
| 8 | ORI |
Old Republic International Corp
|
10,167 | $416,033 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,754,201 | 8,083 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,730,967 | 8,379 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,737,604 | 8,771 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,393,480 | 8,480 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,452,593 | 11,917 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,151,487 | 3,813 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,702,490 | 9,781 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,760,757 | 9,573 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,054,669 | 8,055 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $706,906 | 2,728 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $651,558 | 2,883 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $566,249 | 2,720 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $559,964 | 2,908 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $504,479 | 2,598 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $546,867 | 2,479 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $451,062 | 2,480 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $374,091 | 1,903 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $354,646 | 1,658 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $317,994 | 1,645 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $542,471 | 3,127 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $508,608 | 3,200 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $479,123 | 3,033 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $233,958 | 1,520 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||