Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,017,952
-$196,461 QoQ
Shares Held
23,531
-6.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#470
of 2,131 holders
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $49,530,821 across 13 Insurance - Property & Casualty names. CB ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
80,669 | $14,935,058 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
68,424 | $8,648,109 | |
| 3 | CB |
Chubb Ltd
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|
23,531 | $8,017,952 | |
| 4 | PGR |
Progressive Corp/Oh/
|
32,006 | $6,991,710 | |
| 5 | ALL |
Allstate Corp
|
18,443 | $4,388,327 | |
| 6 | TRV |
Travelers Companies, Inc.
|
7,777 | $2,567,343 | |
| 7 | MKL |
Markel Group Inc.
|
855 | $1,669,823 | |
| 8 | AIZ |
Assurant, Inc.
|
1,871 | $502,419 |
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,017,952 | 23,531 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,214,413 | 25,203 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,268,338 | 23,287 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,934,271 | 10,396 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,473,919 | 8,539 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,290,594 | 7,585 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,986,597 | 7,190 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,496,167 | 5,188 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,365,952 | 5,355 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,355,767 | 5,232 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $350,752 | 1,552 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $241,487 | 1,160 | Shares | Other | 2023-11-14 | |
| 2022-12-31 | $214,643 | 973 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||