Position in CB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,959,542
+$185,367 QoQ
Shares Held
17,490
-1.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#539
of 2,131 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $25,574,513 across 14 Insurance - Property & Casualty names. CB ranks #1 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
17,490 | $5,959,542 | |
| 2 | KNSL |
Kinsale Capital Group, Inc.
|
14,262 | $4,703,750 | |
| 3 | TRV |
Travelers Companies, Inc.
|
11,218 | $3,703,286 | |
| 4 | PGR |
Progressive Corp/Oh/
|
16,528 | $3,610,541 | |
| 5 | ALL |
Allstate Corp
|
10,833 | $2,577,604 | |
| 6 | ORI |
Old Republic International Corp
|
20,779 | $850,276 | |
| 7 | L |
Loews Corp
|
7,151 | $809,564 | |
| 8 | CINF |
Cincinnati Financial Corp
|
4,187 | $775,181 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,959,542 | 17,490 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $5,774,175 | 17,716 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,548,245 | 17,776 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $4,225,000 | 14,969 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,307,846 | 14,869 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,451,030 | 14,739 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,100,292 | 14,840 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,644,232 | 16,104 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $4,276,926 | 16,767 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,868,517 | 22,647 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $6,434,220 | 28,470 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $12,166,039 | 58,440 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $10,964,751 | 56,942 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $11,226,128 | 57,813 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $27,067,178 | 122,698 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $7,950,338 | 43,712 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,519,384 | 43,338 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $10,015,225 | 46,822 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,150,908 | 47,338 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,829,325 | 45,131 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,457,782 | 46,922 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $7,827,097 | 49,548 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $8,149,756 | 52,948 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $8,461,432 | 72,868 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $11,263,861 | 88,958 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $10,388,175 | 93,009 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||