Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$74,621
+$66,332 QoQ
Shares Held
219
+630.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,906
of 2,130 holders
Holding Since
Jun 2023
6 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, 2026Coppell Advisory Solutions LLC holds $98,689 across 2 Insurance - Property & Casualty names. CB ranks #1 (75.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
219 | $74,621 | |
| 2 | CINF |
Cincinnati Financial Corp
|
130 | $24,068 |
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,621 | 219 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $8,289 | 30 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,651 | 30 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $17,600 | 69 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $45,878 | 203 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,199 | 27 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||