Position in CB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$150,607
+$12,087 QoQ
Shares Held
442
+4.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,834
of 2,106 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, 2026JFS WEALTH ADVISORS, LLC holds $2,008,939 across 26 Insurance - Property & Casualty names. CB ranks #4 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,783 | $662,187 | |
| 2 | ORI |
Old Republic International Corp
|
11,157 | $456,544 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,192 | $393,503 | |
| 4 | CB |
Chubb Ltd
This page
|
442 | $150,607 | |
| 5 | WRB |
Berkley W R Corp
|
2,028 | $143,034 | |
| 6 | PGR |
Progressive Corp/Oh/
|
229 | $50,025 | |
| 7 | MKL |
Markel Group Inc.
|
17 | $33,201 | |
| 8 | L |
Loews Corp
|
231 | $26,151 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,607 | 442 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $138,520 | 425 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $137,020 | 439 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $107,255 | 380 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $110,673 | 382 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $113,850 | 377 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $104,165 | 377 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $108,723 | 377 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $95,399 | 374 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $97,692 | 377 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $89,044 | 394 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $77,651 | 373 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $69,129 | 359 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $67,768 | 349 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $80,298 | 364 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $64,567 | 355 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $73,717 | 375 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $76,148 | 356 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $112,119 | 580 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $95,240 | 549 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $84,397 | 531 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $83,882 | 531 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $81,731 | 531 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $52,602 | 453 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $95,344 | 753 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $50,595 | 453 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||