Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$23,851
+$3,644 QoQ
Shares Held
70
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,988
of 2,106 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $113,452 across 15 Insurance - Property & Casualty names. CB ranks #2 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
158 | $34,515 | |
| 2 | CB |
Chubb Ltd
This page
|
70 | $23,851 | |
| 3 | TRV |
Travelers Companies, Inc.
|
68 | $22,448 | |
| 4 | ALL |
Allstate Corp
|
50 | $11,897 | |
| 5 | WRB |
Berkley W R Corp
|
85 | $5,995 | |
| 6 | CINF |
Cincinnati Financial Corp
|
25 | $4,628 | |
| 7 | L |
Loews Corp
|
38 | $4,301 | |
| 8 | MKL |
Markel Group Inc.
|
1 | $1,953 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,851 | 70 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $20,207 | 62 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $18,727 | 60 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $16,935 | 60 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $13,906 | 48 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $17,213 | 57 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $15,749 | 57 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $13,842 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $12,243 | 48 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $12,438 | 48 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,848 | 48 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $9,992 | 48 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,242 | 48 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $9,320 | 48 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $10,588 | 48 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $8,730 | 48 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $9,435 | 48 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $10,267 | 48 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $13,531 | 70 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $8,327 | 48 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $7,629 | 48 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $14,691 | 93 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $13,391 | 87 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $9,405 | 81 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $10,256 | 81 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $9,046 | 81 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||