Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$71,555
+$11,910 QoQ
Shares Held
210
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,913
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, 2026HHM Wealth Advisors, LLC holds $1,145,723 across 7 Insurance - Property & Casualty names. CB ranks #3 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
3,006 | $715,247 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,204 | $222,908 | |
| 3 | CB |
Chubb Ltd
This page
|
210 | $71,555 | |
| 4 | ORI |
Old Republic International Corp
|
1,500 | $61,380 | |
| 5 | TRV |
Travelers Companies, Inc.
|
115 | $37,963 | |
| 6 | PGR |
Progressive Corp/Oh/
|
150 | $32,767 | |
| 7 | LMND |
Lemonade, Inc.
|
60 | $3,903 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,555 | 210 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $59,645 | 183 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $52,124 | 167 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $47,135 | 167 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $51,859 | 179 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $54,056 | 179 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $49,457 | 179 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $94,303 | 327 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $76,524 | 300 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $77,739 | 300 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $67,800 | 300 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $33,308 | 160 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $54,494 | 283 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $54,952 | 283 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $62,429 | 283 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $51,472 | 283 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $62,315 | 317 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $85,560 | 400 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $77,324 | 400 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $69,392 | 400 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $63,576 | 400 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $63,188 | 400 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $61,568 | 400 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $27,868 | 240 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $30,388 | 240 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $23,008 | 206 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||