Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,744,319
-$506,180 QoQ
Shares Held
8,054
-19.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#760
of 2,131 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, 2026OneDigital Investment Advisors LLC holds $12,836,966 across 10 Insurance - Property & Casualty names. CB ranks #1 (21.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,054 | $2,744,319 | |
| 2 | TRV |
Travelers Companies, Inc.
|
6,695 | $2,210,153 | |
| 3 | PGR |
Progressive Corp/Oh/
|
10,028 | $2,190,616 | |
| 4 | ALL |
Allstate Corp
|
7,598 | $1,807,868 | |
| 5 | RLI |
Rli Corp
|
18,117 | $1,070,171 | |
| 6 | CINF |
Cincinnati Financial Corp
|
4,202 | $777,958 | |
| 7 | WRB |
Berkley W R Corp
|
9,539 | $672,785 | |
| 8 | MKL |
Markel Group Inc.
|
343 | $669,882 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,744,319 | 8,054 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,250,499 | 9,973 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,235,748 | 10,367 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,977,737 | 10,550 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,258,191 | 11,246 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,162,741 | 10,473 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $3,382,188 | 12,241 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,652,899 | 9,199 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,751,803 | 10,788 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,302,888 | 8,887 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,177,510 | 9,635 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,590,287 | 7,639 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,113,959 | 5,785 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,653,248 | 8,514 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $786,880 | 3,567 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $513,265 | 2,822 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $551,996 | 2,808 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $583,947 | 2,730 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $366,709 | 1,897 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $282,945 | 1,631 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $276,714 | 1,741 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $212,785 | 1,347 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $224,877 | 1,461 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||