Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,558,885
+$79,489 QoQ
Shares Held
4,575
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
#950
of 2,131 holders
Holding Since
Sep 2025
4 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, 2026Caerus Investment Advisors, LLC holds $1,894,286 across 2 Insurance - Property & Casualty names. CB ranks #1 (82.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,575 | $1,558,885 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,016 | $335,401 |
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,558,885 | 4,575 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,479,396 | 4,539 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $1,969,165 | 6,309 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,337,582 | 4,739 | Shares | Sole | 2025-11-20 | |
| No filing history on record for this holder in this stock. | ||||||