Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$712,487
-$41,063 QoQ
Shares Held
2,091
-9.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,219
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, 2026FLC Capital Advisors holds $1,099,377 across 2 Insurance - Property & Casualty names. CB ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,091 | $712,487 | |
| 2 | ALL |
Allstate Corp
|
1,626 | $386,890 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,487 | 2,091 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $753,550 | 2,312 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $721,621 | 2,312 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $652,562 | 2,312 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $496,580 | 1,714 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $516,704 | 1,711 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $439,593 | 1,591 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $458,828 | 1,591 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $405,832 | 1,591 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $412,275 | 1,591 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $359,566 | 1,591 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||