Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$9,062,661
+$171,617 QoQ
Shares Held
26,597
-2.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#446
of 2,131 holders
Holding Since
Dec 2020
22 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, 2026Sequoia Financial Advisors, LLC holds $69,393,915 across 19 Insurance - Property & Casualty names. CB ranks #3 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
135,459 | $29,591,018 | |
| 2 | TRV |
Travelers Companies, Inc.
|
33,397 | $11,025,017 | |
| 3 | CB |
Chubb Ltd
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|
26,597 | $9,062,661 | |
| 4 | ALL |
Allstate Corp
|
27,857 | $6,628,294 | |
| 5 | MKL |
Markel Group Inc.
|
1,526 | $2,980,293 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
810 | $1,679,445 | |
| 7 | L |
Loews Corp
|
14,549 | $1,647,092 | |
| 8 | CINF |
Cincinnati Financial Corp
|
7,872 | $1,457,422 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,062,661 | 26,597 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $8,891,044 | 27,279 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $8,514,633 | 27,280 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,927,261 | 24,543 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $6,473,503 | 22,344 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,396,752 | 21,182 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $6,613,793 | 23,937 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $6,156,261 | 21,347 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,787,345 | 7,007 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,767,266 | 6,820 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,023,378 | 8,953 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $937,226 | 4,502 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $895,018 | 4,648 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $856,139 | 4,409 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,033,952 | 4,687 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $507,081 | 2,788 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $645,568 | 3,284 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $647,903 | 3,029 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $366,322 | 1,895 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $223,628 | 1,407 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $201,095 | 1,273 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $203,636 | 1,323 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||