Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,756,730
+$303,223 QoQ
Shares Held
13,960
+2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#601
of 2,131 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $10,030,582 across 8 Insurance - Property & Casualty names. CB ranks #1 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
13,960 | $4,756,730 | |
| 2 | ALL |
Allstate Corp
|
6,235 | $1,483,555 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,559 | $1,174,897 | |
| 4 | PGR |
Progressive Corp/Oh/
|
4,582 | $1,000,937 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
4,027 | $508,972 | |
| 6 | WRB |
Berkley W R Corp
|
6,314 | $445,326 | |
| 7 | MKL |
Markel Group Inc.
|
200 | $390,602 | |
| 8 | CINF |
Cincinnati Financial Corp
|
1,456 | $269,563 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,756,730 | 13,960 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,453,507 | 13,664 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,202,071 | 13,463 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,753,078 | 13,297 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,689,584 | 12,735 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,787,256 | 12,541 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,628,371 | 13,132 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $3,773,006 | 13,083 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,437,713 | 13,477 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,386,569 | 13,069 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,930,542 | 12,967 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,622,235 | 12,596 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,588,969 | 13,445 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,575,991 | 13,266 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,980,085 | 13,509 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,277,343 | 7,023 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,412,623 | 7,186 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,589,490 | 7,431 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,366,508 | 7,069 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $971,661 | 5,601 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,169,480 | 7,358 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,133,434 | 7,175 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $933,986 | 6,068 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $856,501 | 7,376 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $1,001,817 | 7,912 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $876,654 | 7,849 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||