Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$277,021
-$39,131 QoQ
Shares Held
813
-16.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,663
of 2,131 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FDx Advisors, Inc. holds $532,092 across 2 Insurance - Property & Casualty names. CB ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
813 | $277,021 | |
| 2 | ALL |
Allstate Corp
|
1,072 | $255,071 |
All Filings in CB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,021 | 813 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $316,152 | 970 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $274,911 | 974 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $275,523 | 951 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $287,494 | 952 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $263,866 | 955 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $300,213 | 1,041 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $279,567 | 1,096 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $570,345 | 2,201 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,215,880 | 5,380 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,037,360 | 4,983 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,959,298 | 10,175 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $4,529 | 20,532 | Shares | Sole | 2023-05-22 | |
| 2022-12-31 | $4,529,359 | 20,532 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,960,437 | 21,775 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,340,486 | 22,080 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,633,287 | 21,661 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $4,401,668 | 22,770 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $3,542,114 | 20,418 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $3,120,310 | 19,632 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $3,092,578 | 19,577 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $2,511,050 | 16,314 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $1,862,913 | 16,043 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,060,360 | 16,272 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $2,342,697 | 20,975 | Shares | Sole | 2020-05-22 | |
| No filing history on record for this holder in this stock. | ||||||