Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$415,021
+$10,542 QoQ
Shares Held
1,218
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,458
of 2,131 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CVA Family Office, LLC holds $1,483,642 across 20 Insurance - Property & Casualty names. CB ranks #1 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,218 | $415,021 | |
| 2 | PGR |
Progressive Corp/Oh/
|
1,295 | $282,892 | |
| 3 | TRV |
Travelers Companies, Inc.
|
773 | $255,182 | |
| 4 | ALL |
Allstate Corp
|
849 | $202,011 | |
| 5 | WRB |
Berkley W R Corp
|
918 | $64,746 | |
| 6 | CINF |
Cincinnati Financial Corp
|
317 | $58,689 | |
| 7 | L |
Loews Corp
|
511 | $57,850 | |
| 8 | MKL |
Markel Group Inc.
|
26 | $50,778 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $415,021 | 1,218 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $404,479 | 1,241 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $324,916 | 1,041 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $278,298 | 986 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $271,757 | 938 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $285,078 | 944 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $254,472 | 921 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $251,764 | 873 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $221,409 | 868 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $222,333 | 858 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $219,446 | 971 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $206,514 | 992 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $177,540 | 922 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $180,975 | 932 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $197,657 | 896 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $166,602 | 916 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $139,768 | 711 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $222,669 | 1,041 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $137,443 | 711 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $112,762 | 650 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $72,476 | 456 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $92,570 | 586 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $89,735 | 583 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $75,478 | 650 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $82,303 | 650 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $67,014 | 600 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||