Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$39,866
+$103 QoQ
Shares Held
117
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,967
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, 2026IMA Advisory Services, Inc. holds $1,105,129 across 9 Insurance - Property & Casualty names. CB ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,843 | $914,403 | |
| 2 | TRV |
Travelers Companies, Inc.
|
311 | $102,667 | |
| 3 | CB |
Chubb Ltd
This page
|
117 | $39,866 | |
| 4 | L |
Loews Corp
|
145 | $16,415 | |
| 5 | TKOMY |
Tokio Marine Holdings, Inc.
|
285 | $12,628 | |
| 6 | ORI |
Old Republic International Corp
|
175 | $7,161 | |
| 7 | PGR |
Progressive Corp/Oh/
|
28 | $6,116 | |
| 8 | AIZ |
Assurant, Inc.
|
18 | $4,833 |
All Filings in CB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,866 | 117 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $39,763 | 122 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $38,390 | 123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $29,636 | 105 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $30,420 | 105 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $30,802 | 102 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $29,415 | 102 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $28,937 | 139 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $26,765 | 139 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,184 | 37 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,162 | 37 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $6,729 | 37 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $7,273 | 37 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $7,914 | 37 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $7,152 | 37 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,418 | 37 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $5,880 | 37 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,844 | 37 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,695 | 37 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $4,296 | 37 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $4,684 | 37 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $4,132 | 37 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||