Position in CB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$39,111
+$5,090 QoQ
Shares Held
120
+10.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Avion Wealth holds $164,559 across 16 Insurance - Property & Casualty names. CB ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
256 | $53,079 | |
| 2 | CB |
Chubb Ltd
This page
|
120 | $39,111 | |
| 3 | PGR |
Progressive Corp/Oh/
|
106 | $21,013 | |
| 4 | TRV |
Travelers Companies, Inc.
|
59 | $17,209 | |
| 5 | L |
Loews Corp
|
80 | $8,539 | |
| 6 | LMND |
Lemonade, Inc.
|
100 | $6,268 | |
| 7 | CINF |
Cincinnati Financial Corp
|
38 | $5,979 | |
| 8 | ORI |
Old Republic International Corp
|
113 | $4,508 |
All Filings in CB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $39,111 | 120 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $34,021 | 109 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $101,045 | 358 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $106,327 | 367 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $102,072 | 338 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $93,389 | 338 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $96,610 | 335 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $14,539 | 57 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $14,252 | 55 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,622 | 47 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $7,910 | 38 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $3,657 | 19 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $2,524 | 13 | Shares | Sole | 2023-05-05 | |
| 2021-09-30 | $20,297 | 117 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $18,595 | 117 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $18,482 | 117 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $18,008 | 117 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $13,586 | 117 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $14,814 | 117 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $13,067 | 117 | Shares | Sole | 2020-04-08 | |
| No filing history on record for this holder in this stock. | ||||||