Position in CB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,244,041
+$234,962 QoQ
Shares Held
3,651
+17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,011
of 2,131 holders
Holding Since
Mar 2020
25 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, 2026Valeo Financial Advisors, LLC holds $5,853,141 across 7 Insurance - Property & Casualty names. CB ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,295 | $1,417,865 | |
| 2 | CB |
Chubb Ltd
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|
3,651 | $1,244,041 | |
| 3 | CINF |
Cincinnati Financial Corp
|
5,941 | $1,099,916 | |
| 4 | ALL |
Allstate Corp
|
4,486 | $1,067,398 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,378 | $519,474 | |
| 6 | WRB |
Berkley W R Corp
|
3,774 | $266,180 | |
| 7 | MKL |
Markel Group Inc.
|
122 | $238,267 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,244,041 | 3,651 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,009,079 | 3,096 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,625,208 | 5,207 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,284,519 | 4,551 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,931,563 | 6,667 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $1,422,070 | 4,709 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,412,998 | 5,114 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,481,459 | 5,137 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,340,700 | 5,256 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,282,434 | 4,949 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,060,392 | 4,692 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $815,024 | 3,915 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $690,135 | 3,584 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $764,875 | 3,939 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $632,019 | 2,865 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $302,466 | 1,663 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $337,921 | 1,719 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $459,671 | 2,149 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $246,856 | 1,277 | Shares | Sole | 2022-01-07 | |
| 2021-09-30 | $224,830 | 1,296 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $133,326 | 844 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $101,125 | 657 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $111,242 | 958 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $232,474 | 1,836 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $275,650 | 2,468 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||