Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$577,554
+$10,110 QoQ
Shares Held
1,695
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,311
of 2,131 holders
Holding Since
Jun 2021
21 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, 2026Gladstone Institutional Advisory LLC holds $4,102,817 across 6 Insurance - Property & Casualty names. CB ranks #2 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
9,612 | $2,287,079 | |
| 2 | CB |
Chubb Ltd
This page
|
1,695 | $577,554 | |
| 3 | PGR |
Progressive Corp/Oh/
|
1,720 | $375,734 | |
| 4 | CINF |
Cincinnati Financial Corp
|
1,923 | $356,024 | |
| 5 | TRV |
Travelers Companies, Inc.
|
906 | $299,088 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
100 | $207,338 |
All Filings in CB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $577,554 | 1,695 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $567,444 | 1,741 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $600,206 | 1,923 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $572,403 | 2,028 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $553,654 | 1,911 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $599,752 | 1,986 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,558,191 | 12,878 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $3,116,053 | 10,805 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $630,812 | 2,473 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $654,303 | 2,525 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,115,586 | 9,361 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $751,113 | 3,608 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,242,204 | 6,451 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $4,660,320 | 24,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,462,317 | 15,695 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,781,127 | 15,291 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $2,209,952 | 11,242 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $852,605 | 3,986 | Shares | Sole | 2023-01-30 | |
| 2021-12-31 | $1,216,499 | 6,293 | Shares | Sole | 2023-01-30 | |
| 2021-09-30 | $1,315,845 | 7,585 | Shares | Sole | 2023-01-30 | |
| 2021-06-30 | $476,820 | 3,000 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||