Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,600,793
-$150,426 QoQ
Shares Held
4,698
-12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#938
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Advisor OS, LLC holds $4,541,377 across 6 Insurance - Property & Casualty names. CB ranks #1 (35.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,698 | $1,600,793 | |
| 2 | ALL |
Allstate Corp
|
3,843 | $914,400 | |
| 3 | KNSL |
Kinsale Capital Group, Inc.
|
2,018 | $665,555 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,910 | $630,527 | |
| 5 | ORI |
Old Republic International Corp
|
9,242 | $378,182 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,611 | $351,920 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,600,793 | 4,698 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,751,219 | 5,373 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,211,681 | 7,086 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,993,248 | 7,062 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $942,457 | 3,253 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $860,971 | 2,851 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $581,057 | 2,103 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $211,098 | 732 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||