Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,597,873
+$331,403 QoQ
Shares Held
10,559
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#677
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026DELTA FINANCIAL ADVISORS LLC holds $7,317,004 across 2 Insurance - Property & Casualty names. CB ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
11,266 | $3,719,131 | |
| 2 | CB |
Chubb Ltd
This page
|
10,559 | $3,597,873 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,597,873 | 10,559 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,266,470 | 10,022 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,473,551 | 7,925 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,247,274 | 7,962 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $2,283,283 | 7,881 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,388,740 | 7,910 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,178,072 | 7,883 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,125,434 | 7,370 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,623,839 | 6,366 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,652,472 | 6,377 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,314,868 | 5,818 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,236,172 | 5,938 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,110,300 | 5,766 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,136,729 | 5,854 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,317,864 | 5,974 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,086,551 | 5,974 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,152,941 | 5,865 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,263,079 | 5,905 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,060,305 | 5,485 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $944,598 | 5,445 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $865,428 | 5,445 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $860,146 | 5,445 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $830,090 | 5,393 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $659,677 | 5,681 | Shares | Sole | 2020-10-20 | |
| 2020-06-30 | $744,398 | 5,879 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $662,880 | 5,935 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||