Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$221,125,267
+$107,932,386 QoQ
Shares Held
648,956
+86.9% QoQ
Ownership
0.167%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1
of 318 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 6.513076387305149.ToString("F0")%
Shared 0.ToString("F0")%
None 93.48692361269485.ToString("F0")%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $595,818,130 across 29 Insurance - Property & Casualty names. CB ranks #1 (37.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
648,956 | $221,125,267 | |
| 2 | TRV |
Travelers Companies, Inc.
|
327,681 | $108,174,051 | |
| 3 | ALL |
Allstate Corp
|
369,307 | $87,872,907 | |
| 4 | PGR |
Progressive Corp/Oh/
|
159,145 | $34,765,225 | |
| 5 | CINF |
Cincinnati Financial Corp
|
185,044 | $34,259,046 | |
| 6 | ORI |
Old Republic International Corp
|
694,976 | $28,438,417 | |
| 7 | WRB |
Berkley W R Corp
|
377,811 | $26,647,009 | |
| 8 | AFG |
American Financial Group Inc
|
90,701 | $12,692,697 |
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,125,267 | 648,956 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $113,192,881 | 347,292 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $126,834,643 | 406,365 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $94,545,282 | 334,970 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $82,480,097 | 284,689 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $68,885,126 | 228,104 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $76,803,663 | 277,972 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $65,168,353 | 225,973 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $49,603,622 | 194,463 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $49,688,177 | 191,750 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $47,109,926 | 208,451 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $39,314,793 | 188,850 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $555,150 | 2,883 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $7,222,136 | 37,193 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $6,814,995 | 30,893 | Shares | Sole | 2023-02-01 | |
| 2022-03-31 | $1,424,360 | 6,659 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,265,793 | 6,548 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||