Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,328,204
+$461,231 QoQ
Shares Held
3,898
+46.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#993
of 2,131 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $13,158,719 across 9 Insurance - Property & Casualty names. CB ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
16,472 | $5,437,736 | |
| 2 | PGR |
Progressive Corp/Oh/
|
18,204 | $3,976,663 | |
| 3 | CB |
Chubb Ltd
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|
3,898 | $1,328,204 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
2,519 | $539,368 | |
| 5 | ORI |
Old Republic International Corp
|
12,393 | $507,121 | |
| 6 | CNA |
Cna Financial Corp
|
7,926 | $385,282 | |
| 7 | ALL |
Allstate Corp
|
1,609 | $382,845 | |
| 8 | L |
Loews Corp
|
3,381 | $382,763 |
All Filings in CB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,328,204 | 3,898 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $866,973 | 2,660 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $627,361 | 2,010 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $580,023 | 2,055 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $363,598 | 1,255 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $339,134 | 1,123 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $314,982 | 1,140 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $348,375 | 1,208 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $310,687 | 1,218 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $312,769 | 1,207 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $269,618 | 1,193 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $330,173 | 1,586 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $306,940 | 1,594 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $295,736 | 1,523 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $350,533 | 1,589 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $264,453 | 1,454 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $242,383 | 1,233 | Shares | Sole | 2022-08-03 | |
| No filing history on record for this holder in this stock. | ||||||