Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$809,257
+$231,710 QoQ
Shares Held
2,375
+34.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,164
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, 2026Foundations Investment Advisors, LLC holds $9,799,110 across 7 Insurance - Property & Casualty names. CB ranks #5 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
18,419 | $4,382,616 | |
| 2 | PGR |
Progressive Corp/Oh/
|
6,590 | $1,439,585 | |
| 3 | TRV |
Travelers Companies, Inc.
|
3,837 | $1,266,670 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
5,433 | $1,163,313 | |
| 5 | CB |
Chubb Ltd
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|
2,375 | $809,257 | |
| 6 | CINF |
Cincinnati Financial Corp
|
2,832 | $524,316 | |
| 7 | WRB |
Berkley W R Corp
|
3,025 | $213,353 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,257 | 2,375 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $577,547 | 1,772 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $492,213 | 1,577 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $446,237 | 1,581 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $370,551 | 1,279 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $313,163 | 1,037 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $456,171 | 1,651 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $418,453 | 1,451 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $380,834 | 1,493 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $280,637 | 1,083 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $205,886 | 911 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||