Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$227,614
+$112,561 QoQ
Shares Held
668
+89.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,767
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026BFSG, LLC holds $725,799 across 8 Insurance - Property & Casualty names. CB ranks #2 (31.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
847 | $279,611 | |
| 2 | CB |
Chubb Ltd
This page
|
668 | $227,614 | |
| 3 | ALL |
Allstate Corp
|
777 | $184,879 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
9 | $18,660 | |
| 5 | PGR |
Progressive Corp/Oh/
|
40 | $8,738 | |
| 6 | CNA |
Cna Financial Corp
|
72 | $3,499 | |
| 7 | L |
Loews Corp
|
23 | $2,603 | |
| 8 | LMND |
Lemonade, Inc.
|
3 | $195 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,614 | 668 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $115,053 | 353 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $104,560 | 335 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $95,682 | 339 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $99,953 | 345 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $104,186 | 345 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $92,560 | 335 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $96,610 | 335 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $85,451 | 335 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $86,808 | 335 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $64,636 | 286 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||