Position in CB
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$811,891
+$85,098 QoQ
Shares Held
2,491
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
18 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 Mar 31, 2026First Affirmative Financial Network holds $3,180,621 across 7 Insurance - Property & Casualty names. CB ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,491 | $811,891 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,515 | $498,573 | |
| 3 | CINF |
Cincinnati Financial Corp
|
3,026 | $476,141 | |
| 4 | ALL |
Allstate Corp
|
2,288 | $474,393 | |
| 5 | L |
Loews Corp
|
3,495 | $373,056 | |
| 6 | TRV |
Travelers Companies, Inc.
|
1,110 | $323,764 | |
| 7 | CNA |
Cna Financial Corp
|
4,852 | $222,803 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $811,891 | 2,491 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $726,793 | 2,575 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $769,206 | 2,655 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $819,600 | 2,714 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $797,678 | 2,887 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $853,922 | 2,961 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $740,752 | 2,904 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $738,002 | 2,848 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $664,666 | 2,941 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $570,413 | 2,740 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $468,498 | 2,433 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $363,699 | 1,873 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $371,269 | 1,683 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $288,097 | 1,584 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $318,263 | 1,619 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $310,796 | 1,453 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $277,013 | 1,433 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $235,412 | 1,357 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||