Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$522,695
+$245,842 QoQ
Shares Held
1,534
+22.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,353
of 2,130 holders
Holding Since
Mar 2020
11 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, 2026OneAscent Financial Services LLC holds $4,186,027 across 7 Insurance - Property & Casualty names. CB ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MKL |
Markel Group Inc.
|
866 | $1,691,306 | |
| 2 | WTM |
White Mountains Insurance Group Ltd
|
253 | $524,567 | |
| 3 | CB |
Chubb Ltd
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|
1,534 | $522,695 | |
| 4 | ALL |
Allstate Corp
|
1,847 | $439,475 | |
| 5 | L |
Loews Corp
|
3,734 | $422,726 | |
| 6 | PGR |
Progressive Corp/Oh/
|
1,647 | $359,787 | |
| 7 | TRV |
Travelers Companies, Inc.
|
683 | $225,471 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,695 | 1,534 | Shares | Sole | 2026-08-11 | |
| 2022-12-31 | $276,853 | 1,255 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $343,571 | 1,889 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $551,603 | 2,806 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $306,782 | 1,587 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $271,669 | 1,566 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $237,428 | 1,503 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $222,106 | 1,443 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $312,595 | 2,692 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $320,855 | 2,534 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $230,639 | 2,065 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||