Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,015,477
+$446,450 QoQ
Shares Held
5,915
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#854
of 2,131 holders
Holding Since
Dec 2020
23 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, 2026Aaron Wealth Advisors LLC holds $6,998,587 across 7 Insurance - Property & Casualty names. CB ranks #2 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
9,763 | $2,132,727 | |
| 2 | CB |
Chubb Ltd
This page
|
5,915 | $2,015,477 | |
| 3 | L |
Loews Corp
|
8,553 | $968,285 | |
| 4 | ALL |
Allstate Corp
|
3,640 | $866,101 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,273 | $420,242 | |
| 6 | MKL |
Markel Group Inc.
|
174 | $339,823 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
776 | $255,932 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,015,477 | 5,915 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,569,027 | 4,814 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,476,639 | 4,731 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $992,391 | 3,516 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $605,225 | 2,089 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $569,855 | 1,887 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $492,919 | 1,784 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $519,102 | 1,800 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $407,107 | 1,596 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $281,674 | 1,087 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $201,366 | 891 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,237,310 | 10,747 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,067,324 | 10,736 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,052,288 | 10,569 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,293,357 | 10,396 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,893,734 | 10,412 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $2,135,251 | 10,862 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $10,515,000 | 2,249,158 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $2,051,599 | 10,613 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,831,254 | 10,556 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,655,836 | 10,418 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,657,737 | 10,494 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,631,090 | 10,597 | Shares | Sole | 2021-02-04 | |
| No filing history on record for this holder in this stock. | ||||||