Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,381,700
+$311,672 QoQ
Shares Held
4,055
+23.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#985
of 2,131 holders
Holding Since
Dec 2022
8 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, 2026One Wealth Advisors, LLC holds $4,081,993 across 6 Insurance - Property & Casualty names. CB ranks #1 (33.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,055 | $1,381,700 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,149 | $1,343,249 | |
| 3 | TRV |
Travelers Companies, Inc.
|
1,226 | $404,727 | |
| 4 | MKL |
Markel Group Inc.
|
188 | $367,165 | |
| 5 | ALL |
Allstate Corp
|
1,492 | $355,006 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
111 | $230,146 |
All Filings in CB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,381,700 | 4,055 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,070,028 | 3,283 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,001,905 | 3,210 | Shares | Sole | 2026-02-02 | |
| 2024-12-31 | $200,317 | 725 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $258,685 | 897 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $228,806 | 897 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $233,476 | 901 | Shares | Sole | 2024-04-15 | |
| 2022-12-31 | $136,551 | 619 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||