Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$703,968
+$98,716 QoQ
Shares Held
2,066
+11.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,227
of 2,131 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $3,480,726 across 6 Insurance - Property & Casualty names. CB ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ORI |
Old Republic International Corp
|
21,262 | $870,041 | |
| 2 | ALL |
Allstate Corp
|
3,403 | $809,709 | |
| 3 | CB |
Chubb Ltd
This page
|
2,066 | $703,968 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,941 | $640,762 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
774 | $255,272 | |
| 6 | PGR |
Progressive Corp/Oh/
|
920 | $200,974 |
All Filings in CB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,968 | 2,066 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $605,252 | 1,857 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $533,413 | 1,709 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $491,115 | 1,740 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $502,084 | 1,733 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $497,679 | 1,648 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $426,054 | 1,542 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $438,064 | 1,519 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $389,762 | 1,528 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $304,736 | 1,176 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $205,208 | 908 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $252,239 | 1,299 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $285,897 | 1,296 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $234,807 | 1,291 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $252,998 | 1,287 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $294,540 | 1,377 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $215,540 | 1,115 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||