Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,210,452
+$83,154 QoQ
Shares Held
9,422
-1.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#713
of 2,131 holders
Holding Since
Dec 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 Jun 30, 2026CFS Investment Advisory Services, LLC holds $5,443,055 across 2 Insurance - Property & Casualty names. CB ranks #1 (59.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
9,422 | $3,210,452 | |
| 2 | CINF |
Cincinnati Financial Corp
|
12,059 | $2,232,603 |
All Filings in CB
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,210,452 | 9,422 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $3,127,298 | 9,595 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,997,288 | 9,603 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,698,027 | 9,559 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $2,773,489 | 9,573 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,946,818 | 9,758 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,787,867 | 10,090 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,911,873 | 10,097 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,600,540 | 10,195 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,715,941 | 10,481 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,424,980 | 10,730 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,255,213 | 10,833 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,086,772 | 10,837 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,116,950 | 10,902 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,440,056 | 11,061 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $2,197,371 | 11,178 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $11,000 | 2,406,589 | Shares | Sole | 2022-05-27 | |
| 2021-12-31 | $2,203,540 | 11,399 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,093,730 | 12,069 | Shares | Sole | 2021-11-19 | |
| 2020-12-31 | $1,868,434 | 12,139 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||