Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,689,459
+$235,207 QoQ
Shares Held
7,893
+4.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#769
of 2,131 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Derivatives in CB
reported options exposure · as of Dec 31, 2025CallValue
$436,968
CallShares
1,400
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $18,163,417 across 12 Insurance - Property & Casualty names. CB ranks #3 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HRTG |
Heritage Insurance Holdings, Inc.
|
140,818 | $3,672,532 | |
| 2 | ORI |
Old Republic International Corp
|
71,041 | $2,906,996 | |
| 3 | CB |
Chubb Ltd
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|
7,893 | $2,689,459 | |
| 4 | ALL |
Allstate Corp
|
10,168 | $2,419,372 | |
| 5 | PGR |
Progressive Corp/Oh/
|
10,042 | $2,193,674 | |
| 6 | TRV |
Travelers Companies, Inc.
|
5,966 | $1,969,495 | |
| 7 | CINF |
Cincinnati Financial Corp
|
3,555 | $658,172 | |
| 8 | CNA |
Cna Financial Corp
|
9,425 | $458,148 |
All Filings in CB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689,459 | 7,893 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,454,252 | 7,530 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,359,002 | 7,558 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $436,968 | 1,400 | Call | Sole | 2026-02-13 | |
| 2025-09-30 | $395,150 | 1,400 | Call | Sole | 2025-10-29 | |
| 2025-09-30 | $1,660,476 | 5,883 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $405,608 | 1,400 | Call | Sole | 2025-08-04 | |
| 2025-06-30 | $1,270,421 | 4,385 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $647,768 | 2,145 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $564,204 | 2,042 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $766,540 | 2,658 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $428,789 | 1,681 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $368,223 | 1,421 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $324,762 | 1,437 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $331,422 | 1,592 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $264,770 | 1,375 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $253,210 | 1,304 | Shares | Sole | 2023-05-02 | |
| 2021-09-30 | $50,309 | 290 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $46,092 | 290 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $34,437 | 218 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $24,473 | 159 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $14,515 | 125 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $15,827 | 125 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $5,361 | 48 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||