Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$56,562
-$8,624 QoQ
Shares Held
166
-17.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 783 holders
Holding Since
Mar 2020
25 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, 2026Capital Advisors, Ltd. LLC holds $990,509 across 29 Insurance - Property & Casualty names. CB ranks #7 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | L |
Loews Corp
|
1,404 | $158,946 | |
| 2 | PGR |
Progressive Corp/Oh/
|
622 | $135,875 | |
| 3 | TRV |
Travelers Companies, Inc.
|
308 | $101,676 | |
| 4 | ALL |
Allstate Corp
|
391 | $93,034 | |
| 5 | DGICA |
Donegal Group Inc
|
4,746 | $89,509 | |
| 6 | WRB |
Berkley W R Corp
|
1,061 | $74,832 | |
| 7 | CB |
Chubb Ltd
This page
|
166 | $56,562 | |
| 8 | CINF |
Cincinnati Financial Corp
|
255 | $47,210 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,562 | 166 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $65,186 | 200 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $41,199 | 132 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,120 | 89 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $25,205 | 87 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $27,179 | 90 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $24,038 | 87 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25,378 | 88 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $20,916 | 82 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $17,620 | 68 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,786 | 61 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $11,449 | 55 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $10,205 | 53 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $4,854 | 25 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,530 | 84 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $14,550 | 80 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,521 | 23 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $6,844 | 32 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $5,026 | 26 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $3,990 | 23 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $81,218 | 511 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $80,722 | 511 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $78,653 | 511 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $59,337 | 511 | Shares | Sole | 2020-11-03 | |
| 2020-03-31 | $57,073 | 511 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||