Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$60,963,156
+$4,002,652 QoQ
Shares Held
178,914
+2.4% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#173
of 2,106 holders
Holding Since
Dec 2020
23 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, 2026Cetera Investment Advisers holds $210,717,046 across 27 Insurance - Property & Casualty names. CB ranks #1 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
178,914 | $60,963,156 | |
| 2 | ALL |
Allstate Corp
|
155,948 | $37,106,267 | |
| 3 | PGR |
Progressive Corp/Oh/
|
140,472 | $30,686,108 | |
| 4 | TRV |
Travelers Companies, Inc.
|
81,121 | $26,779,664 | |
| 5 | CINF |
Cincinnati Financial Corp
|
44,681 | $8,272,240 | |
| 6 | ORI |
Old Republic International Corp
|
143,122 | $5,856,552 | |
| 7 | AIZ |
Assurant, Inc.
|
20,869 | $5,603,952 | |
| 8 | MKL |
Markel Group Inc.
|
2,857 | $5,579,749 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,963,156 | 178,914 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $56,960,504 | 174,763 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $51,043,792 | 163,539 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $45,629,946 | 161,665 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $25,875,762 | 89,313 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $24,753,516 | 81,968 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $22,727,609 | 82,257 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $21,717,497 | 75,306 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $17,727,804 | 69,499 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $16,598,053 | 64,053 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $4,109,132 | 18,182 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,632,532 | 17,449 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,351,891 | 17,407 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,011,731 | 15,510 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,795,864 | 17,207 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,351,368 | 7,430 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $955,378 | 4,860 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $811,536 | 3,794 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $851,337 | 4,404 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $782,221 | 4,509 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $610,488 | 3,841 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $666,475 | 4,219 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $708,955 | 4,606 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||