Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,669,016
+$257,786 QoQ
Shares Held
7,833
+5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#775
of 2,131 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $5,115,316 across 6 Insurance - Property & Casualty names. CB ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
7,833 | $2,669,016 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,826 | $932,919 | |
| 3 | ALL |
Allstate Corp
|
3,042 | $723,813 | |
| 4 | ORI |
Old Republic International Corp
|
8,412 | $344,219 | |
| 5 | THG |
Hanover Insurance Group, Inc.
|
1,089 | $233,176 | |
| 6 | MCY |
Mercury General Corp
|
1,990 | $212,173 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,669,016 | 7,833 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,411,230 | 7,398 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,256,315 | 7,229 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,636,767 | 5,799 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,533,487 | 5,293 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,159,037 | 3,838 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,078,398 | 3,903 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,177,207 | 4,082 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,046,083 | 4,101 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $1,033,928 | 3,990 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $948,974 | 4,199 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $856,036 | 4,112 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $818,380 | 4,250 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $907,791 | 4,675 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $981,449 | 4,449 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $832,282 | 4,576 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $932,772 | 4,745 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,109,713 | 5,188 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $868,928 | 4,495 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $584,801 | 3,371 | Shares | Sole | 2021-11-04 | |
| 2021-03-31 | $270,918 | 1,715 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $274,439 | 1,783 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||