Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,817,847
+$64,019 QoQ
Shares Held
5,335
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#891
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Independent Advisor Alliance holds $13,285,014 across 11 Insurance - Property & Casualty names. CB ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
13,499 | $3,211,951 | |
| 2 | PGR |
Progressive Corp/Oh/
|
9,514 | $2,078,333 | |
| 3 | CB |
Chubb Ltd
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|
5,335 | $1,817,847 | |
| 4 | CINF |
Cincinnati Financial Corp
|
9,183 | $1,700,139 | |
| 5 | TRV |
Travelers Companies, Inc.
|
4,576 | $1,510,628 | |
| 6 | WRB |
Berkley W R Corp
|
18,538 | $1,307,484 | |
| 7 | MKL |
Markel Group Inc.
|
247 | $482,393 | |
| 8 | RLI |
Rli Corp
|
6,552 | $387,026 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,817,847 | 5,335 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,753,828 | 5,381 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $8,998,418 | 28,830 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,380,284 | 29,691 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $9,137,768 | 31,540 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $10,058,984 | 33,309 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $10,214,810 | 36,970 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $10,878,358 | 37,721 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $9,135,945 | 35,816 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,825,138 | 45,634 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $11,638,096 | 51,496 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,935,279 | 52,528 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $10,633,355 | 55,221 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $10,803,398 | 55,636 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,319,407 | 55,845 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $11,398,601 | 62,671 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $12,025,388 | 61,173 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $14,202,318 | 66,397 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $12,713,998 | 65,770 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,347,847 | 65,413 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $10,445,218 | 65,718 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $10,885,080 | 68,906 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $9,309,389 | 60,482 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $6,901,476 | 59,434 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $1,960,837 | 15,486 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,148,508 | 10,283 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||