Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,184,556
+$1,446,698 QoQ
Shares Held
9,346
+75.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#717
of 2,139 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, 2026IFP Advisors, Inc holds $14,472,762 across 40 Insurance - Property & Casualty names. CB ranks #2 (22.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
18,260 | $6,027,991 | |
| 2 | CB |
Chubb Ltd
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|
9,346 | $3,184,556 | |
| 3 | ALL |
Allstate Corp
|
4,857 | $1,155,674 | |
| 4 | PGR |
Progressive Corp/Oh/
|
5,207 | $1,137,469 | |
| 5 | ORI |
Old Republic International Corp
|
18,317 | $749,531 | |
| 6 | CINF |
Cincinnati Financial Corp
|
1,976 | $365,836 | |
| 7 | UVE |
Universal Insurance Holdings, Inc.
|
5,618 | $232,360 | |
| 8 | L |
Loews Corp
|
1,770 | $200,381 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,184,556 | 9,346 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,737,858 | 5,332 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,656,420 | 5,307 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,305,124 | 4,624 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,150,478 | 3,971 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,096,827 | 3,632 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,052,150 | 3,808 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $531,502 | 1,843 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $261,201 | 1,024 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $196,420 | 758 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $169,274 | 749 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $226,083 | 1,086 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $155,203 | 806 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $129,906 | 669 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $470 | 3,426 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $755,529 | 4,154 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $690,978 | 3,515 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $995,918 | 4,656 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $280,492 | 1,451 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $612,037 | 3,528 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $351,575 | 2,212 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $487,179 | 3,084 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $366,945 | 2,384 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $334,890 | 2,884 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $275,018 | 2,172 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $247,951 | 2,220 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||