Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,442,640
-$276,453 QoQ
Shares Held
15,973
-9.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#565
of 2,131 holders
Holding Since
Mar 2022
13 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, 2026Focus Partners Advisor Solutions, LLC holds $13,312,496 across 9 Insurance - Property & Casualty names. CB ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
15,973 | $5,442,640 | |
| 2 | TRV |
Travelers Companies, Inc.
|
9,521 | $3,143,072 | |
| 3 | WRB |
Berkley W R Corp
|
16,538 | $1,166,425 | |
| 4 | PGR |
Progressive Corp/Oh/
|
4,971 | $1,085,914 | |
| 5 | ORI |
Old Republic International Corp
|
19,596 | $801,868 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
3,163 | $677,261 | |
| 7 | AFG |
American Financial Group Inc
|
2,836 | $396,869 | |
| 8 | MCY |
Mercury General Corp
|
3,195 | $340,650 |
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,442,640 | 15,973 | Shares | Other | 2026-08-06 | |
| 2026-03-31 | $5,719,093 | 17,547 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,360,036 | 17,173 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,460,961 | 15,805 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $1,293,889 | 4,466 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $2,113,326 | 6,998 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,335,357 | 4,833 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $442,390 | 1,534 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $381,854 | 1,497 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $1,457,087 | 5,623 | Shares | Other | 2024-05-15 | |
| 2022-09-30 | $218,256 | 1,200 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $204,050 | 1,038 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $247,482 | 1,157 | Shares | Other | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||