Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$29,644
-$1,971 QoQ
Shares Held
87
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,970
of 2,106 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $179,606 across 16 Insurance - Property & Casualty names. CB ranks #3 (16.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
431 | $102,552 | |
| 2 | PGR |
Progressive Corp/Oh/
|
148 | $32,330 | |
| 3 | CB |
Chubb Ltd
This page
|
87 | $29,644 | |
| 4 | TRV |
Travelers Companies, Inc.
|
12 | $3,961 | |
| 5 | RLI |
Rli Corp
|
60 | $3,544 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
8 | $2,638 | |
| 7 | PLMR |
Palomar Holdings, Inc.
|
11 | $1,390 | |
| 8 | MCY |
Mercury General Corp
|
7 | $746 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,644 | 87 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $31,615 | 97 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $24,033 | 77 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $24,273 | 86 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $16,514 | 57 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,415 | 8 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,210 | 8 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,344 | 22 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,040 | 8 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,073 | 8 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,328 | 28 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,747 | 18 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,540 | 8 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,553 | 8 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $1,764 | 8 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,455 | 8 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $1,572 | 8 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $3,850 | 18 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $17,784 | 92 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $4,683 | 27 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,470 | 47 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,685 | 17 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $24,473 | 159 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $18,579 | 160 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $36,593 | 289 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $40,320 | 361 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||