Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,146,930
+$20,842 QoQ
Shares Held
3,366
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,038
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Checchi Capital Advisers, LLC holds $5,626,446 across 9 Insurance - Property & Casualty names. CB ranks #2 (20.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,756 | $1,257,398 | |
| 2 | CB |
Chubb Ltd
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|
3,366 | $1,146,930 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,041 | $1,003,894 | |
| 4 | ALL |
Allstate Corp
|
3,277 | $779,729 | |
| 5 | CINF |
Cincinnati Financial Corp
|
2,160 | $399,902 | |
| 6 | WRB |
Berkley W R Corp
|
4,994 | $352,226 | |
| 7 | L |
Loews Corp
|
2,337 | $264,571 | |
| 8 | MKL |
Markel Group Inc.
|
111 | $216,784 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,146,930 | 3,366 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,126,088 | 3,455 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $974,750 | 3,123 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $963,601 | 3,414 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,082,104 | 3,735 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,131,254 | 3,746 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,035,296 | 3,747 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,053,200 | 3,652 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $951,703 | 3,731 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $947,379 | 3,656 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $817,668 | 3,618 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $753,195 | 3,618 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $716,900 | 3,723 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $716,718 | 3,691 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $816,661 | 3,702 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $895,940 | 4,926 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $967,173 | 4,920 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $737,099 | 3,446 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $646,428 | 3,344 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $546,982 | 3,153 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $485,879 | 3,057 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $512,928 | 3,247 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $526,868 | 3,423 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $387,492 | 3,337 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $491,285 | 3,880 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $385,442 | 3,451 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||