Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$549,954
+$23,903 QoQ
Shares Held
1,614
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,329
of 2,131 holders
Holding Since
Mar 2020
22 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, 2026ATLAS CAPITAL ADVISORS INC. holds $5,896,099 across 15 Insurance - Property & Casualty names. CB ranks #5 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
3,145 | $1,038,227 | |
| 2 | ALL |
Allstate Corp
|
4,058 | $965,560 | |
| 3 | PGR |
Progressive Corp/Oh/
|
3,480 | $760,206 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
3,273 | $700,814 | |
| 5 | CB |
Chubb Ltd
This page
|
1,614 | $549,954 | |
| 6 | FRFHF |
Fairfax Financial Holdings Ltd/ Can
|
311 | $512,157 | |
| 7 | L |
Loews Corp
|
2,513 | $284,496 | |
| 8 | MKL |
Markel Group Inc.
|
124 | $242,173 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,954 | 1,614 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $526,051 | 1,614 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $503,761 | 1,614 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $495,421 | 1,710 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $524,556 | 1,737 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $479,933 | 1,737 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $500,933 | 1,737 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $443,073 | 1,737 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $450,108 | 1,737 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $392,562 | 1,737 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $364,523 | 1,751 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $337,172 | 1,751 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $340,009 | 1,751 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $386,270 | 1,751 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $323,746 | 1,780 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $356,596 | 1,814 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $388,014 | 1,814 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $351,437 | 1,818 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $315,386 | 1,818 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $288,952 | 1,818 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $369,017 | 2,336 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $124,310 | 1,113 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||