Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,001,722
+$862,699 QoQ
Shares Held
14,679
+10.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#585
of 2,131 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $6,931,077 across 9 Insurance - Property & Casualty names. CB ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
14,679 | $5,001,722 | |
| 2 | ALL |
Allstate Corp
|
3,657 | $870,146 | |
| 3 | WRB |
Berkley W R Corp
|
4,598 | $324,296 | |
| 4 | PGR |
Progressive Corp/Oh/
|
1,198 | $261,703 | |
| 5 | TRV |
Travelers Companies, Inc.
|
772 | $254,852 | |
| 6 | MKL |
Markel Group Inc.
|
102 | $199,207 | |
| 7 | CINF |
Cincinnati Financial Corp
|
63 | $11,663 | |
| 8 | CNA |
Cna Financial Corp
|
143 | $6,951 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,001,722 | 14,679 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $4,139,023 | 13,261 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $3,581,752 | 12,690 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,334,097 | 11,508 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $3,388,931 | 11,222 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $2,956,410 | 10,700 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,043,668 | 10,554 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $2,592,378 | 10,163 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,563,832 | 9,894 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,823,192 | 12,492 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $2,537,922 | 12,191 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,300,514 | 11,947 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,201,807 | 11,339 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $2,420,864 | 10,974 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,924,836 | 10,583 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,948,500 | 9,912 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,083,172 | 9,739 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,921,694 | 9,941 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,698,369 | 9,790 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,519,625 | 9,561 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,456,641 | 9,221 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $1,333,870 | 8,666 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $939,178 | 8,088 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $938,127 | 7,409 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $812,768 | 7,277 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||