Position in CB
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$616,739
+$77,325 QoQ
Shares Held
1,810
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,266
of 2,106 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $6,242,233 across 11 Insurance - Property & Casualty names. CB ranks #2 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
2,198 | $4,292,715 | |
| 2 | CB |
Chubb Ltd
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|
1,810 | $616,739 | |
| 3 | ALL |
Allstate Corp
|
1,511 | $359,527 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
1,817 | $229,650 | |
| 5 | TRV |
Travelers Companies, Inc.
|
668 | $220,520 | |
| 6 | AIZ |
Assurant, Inc.
|
600 | $161,118 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
469 | $154,680 | |
| 8 | WRB |
Berkley W R Corp
|
1,390 | $98,036 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,739 | 1,810 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $539,414 | 1,655 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $531,852 | 1,704 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $529,218 | 1,875 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $604,935 | 2,088 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $622,401 | 2,061 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $746,562 | 2,702 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $686,656 | 2,381 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $451,746 | 1,771 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $150,036 | 579 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $133,114 | 589 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $122,618 | 589 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $209,505 | 1,088 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $188,548 | 971 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $214,202 | 971 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $172,967 | 951 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $200,315 | 1,019 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $216,039 | 1,010 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $192,923 | 998 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $184,062 | 1,061 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $166,092 | 1,045 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $155,126 | 982 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $151,149 | 982 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $75,826 | 653 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $55,079 | 435 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $64,110 | 574 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||