Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$36,459
+$9,733 QoQ
Shares Held
107
+30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,977
of 2,131 holders
Holding Since
Sep 2020
19 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, 2026Crewe Advisors LLC holds $937,307 across 8 Insurance - Property & Casualty names. CB ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,318 | $551,544 | |
| 2 | TRV |
Travelers Companies, Inc.
|
422 | $139,310 | |
| 3 | MKL |
Markel Group Inc.
|
50 | $97,650 | |
| 4 | PGR |
Progressive Corp/Oh/
|
204 | $44,563 | |
| 5 | CB |
Chubb Ltd
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|
107 | $36,459 | |
| 6 | CINF |
Cincinnati Financial Corp
|
184 | $34,065 | |
| 7 | WRB |
Berkley W R Corp
|
401 | $28,282 | |
| 8 | L |
Loews Corp
|
48 | $5,434 |
All Filings in CB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,459 | 107 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $26,726 | 82 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $28,402 | 91 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $25,402 | 90 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $26,074 | 90 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $34,728 | 115 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $30,393 | 110 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $73,827 | 256 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,025 | 251 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $68,410 | 264 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $4,814 | 25 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $67,963 | 350 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,695 | 325 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $34,557 | 190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $32,042 | 163 | Shares | Sole | 2022-08-02 | |
| 2021-06-30 | $4,132 | 26 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $8,372 | 53 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $8,157 | 53 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $11,495 | 99 | Shares | Sole | 2020-10-13 | |
| No filing history on record for this holder in this stock. | ||||||