Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,842,721
+$13,928 QoQ
Shares Held
5,408
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#883
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $18,463,600 across 10 Insurance - Property & Casualty names. CB ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
22,019 | $5,239,200 | |
| 2 | PGR |
Progressive Corp/Oh/
|
19,974 | $4,363,320 | |
| 3 | L |
Loews Corp
|
18,885 | $2,137,970 | |
| 4 | TRV |
Travelers Companies, Inc.
|
5,597 | $1,847,681 | |
| 5 | CB |
Chubb Ltd
This page
|
5,408 | $1,842,721 | |
| 6 | WRB |
Berkley W R Corp
|
15,566 | $1,097,869 | |
| 7 | MKL |
Markel Group Inc.
|
338 | $660,117 | |
| 8 | WTM |
White Mountains Insurance Group Ltd
|
294 | $609,576 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,842,721 | 5,408 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,828,793 | 5,611 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $815,881 | 2,614 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,643,541 | 5,823 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $418,065 | 1,443 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $454,192 | 1,504 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $497,340 | 1,800 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $692,712 | 2,402 | Shares | Sole | 2026-02-03 | |
| 2024-06-30 | $630,557 | 2,472 | Shares | Sole | 2026-02-03 | |
| 2024-03-31 | $645,492 | 2,491 | Shares | Sole | 2026-02-03 | |
| 2023-12-31 | $791,452 | 3,502 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,482,033 | 7,119 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,330,589 | 6,910 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,751,697 | 9,021 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,033,270 | 9,217 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,652,197 | 9,084 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,787,895 | 9,095 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $2,198,892 | 10,280 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $2,006,944 | 10,382 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,951,282 | 45,834 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $7,515,318 | 47,284 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,434,068 | 47,060 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,687,117 | 10,961 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,234,239 | 10,629 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,128,690 | 8,914 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $2,728,028 | 24,425 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||