Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,186,187
+$162,162 QoQ
Shares Held
6,416
+3.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#829
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026Mutual Advisors, LLC holds $5,609,794 across 7 Insurance - Property & Casualty names. CB ranks #1 (39.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
6,416 | $2,186,187 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,672 | $802,148 | |
| 3 | TRV |
Travelers Companies, Inc.
|
2,269 | $749,042 | |
| 4 | CINF |
Cincinnati Financial Corp
|
3,308 | $612,443 | |
| 5 | ALL |
Allstate Corp
|
2,467 | $586,997 | |
| 6 | L |
Loews Corp
|
3,427 | $387,970 | |
| 7 | ORI |
Old Republic International Corp
|
6,965 | $285,007 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,186,187 | 6,416 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,024,025 | 6,210 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,966,668 | 6,301 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,762,651 | 6,245 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $862,496 | 2,977 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $667,397 | 2,210 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $572,217 | 2,071 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $475,843 | 1,650 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $434,146 | 1,702 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $409,684 | 1,581 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $429,400 | 1,900 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $355,779 | 1,709 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $326,774 | 1,697 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $256,705 | 1,322 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $266,484 | 1,208 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $457,610 | 2,516 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $403,382 | 2,052 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $479,349 | 2,241 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $425,668 | 2,202 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,024 | 2,352 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $405,932 | 2,554 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $385,920 | 2,443 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $410,504 | 2,667 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $307,137 | 2,645 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $330,604 | 2,611 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $286,708 | 2,567 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||