Position in CB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$915,568
+$62,284 QoQ
Shares Held
2,687
+2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,118
of 2,130 holders
Holding Since
Jun 2020
18 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, 2026Transamerica Financial Advisors, LLC holds $2,506,624 across 19 Insurance - Property & Casualty names. CB ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,687 | $915,568 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,367 | $735,521 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,284 | $423,874 | |
| 4 | WRB |
Berkley W R Corp
|
1,819 | $128,294 | |
| 5 | CINF |
Cincinnati Financial Corp
|
548 | $101,456 | |
| 6 | HCI |
HCI Group, Inc.
|
543 | $95,160 | |
| 7 | AIZ |
Assurant, Inc.
|
147 | $39,473 | |
| 8 | ALL |
Allstate Corp
|
132 | $31,408 |
All Filings in CB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $915,568 | 2,687 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $853,284 | 2,618 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $688,536 | 2,206 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $366,925 | 1,300 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $433,131 | 1,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $435,167 | 1,441 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $311,113 | 1,126 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $270,798 | 939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $59,943 | 235 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $60,895 | 235 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $149,612 | 662 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $180,283 | 866 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $186,205 | 967 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $464,672 | 2,393 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $783,350 | 3,551 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $479,799 | 2,638 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $494,005 | 2,513 | Shares | Sole | 2022-08-15 | |
| 2020-06-30 | $17,473 | 138 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||