Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$280,088
+$9,567 QoQ
Shares Held
822
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,659
of 2,131 holders
Holding Since
Mar 2022
12 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, 2026Barry Investment Advisors, LLC holds $515,451 across 2 Insurance - Property & Casualty names. CB ranks #1 (54.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
822 | $280,088 | |
| 2 | L |
Loews Corp
|
2,079 | $235,363 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,088 | 822 | Shares | Other | 2026-07-09 | |
| 2026-03-31 | $270,521 | 830 | Shares | Other | 2026-04-23 | |
| 2025-12-31 | $256,250 | 821 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $250,073 | 886 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $238,729 | 824 | Shares | Other | 2025-07-17 | |
| 2025-03-31 | $248,235 | 822 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $226,842 | 821 | Shares | Other | 2025-01-23 | |
| 2024-09-30 | $287,524 | 997 | Shares | Other | 2024-10-25 | |
| 2024-06-30 | $209,675 | 822 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $209,895 | 810 | Shares | Other | 2024-04-18 | |
| 2022-12-31 | $210,673 | 955 | Shares | Other | 2023-01-26 | |
| 2022-03-31 | $206,627 | 966 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||