Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$111,762
+$4,857 QoQ
Shares Held
328
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,880
of 2,130 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $454,834 across 15 Insurance - Property & Casualty names. CB ranks #1 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
328 | $111,762 | |
| 2 | TRV |
Travelers Companies, Inc.
|
234 | $77,248 | |
| 3 | L |
Loews Corp
|
613 | $69,397 | |
| 4 | ALL |
Allstate Corp
|
284 | $67,574 | |
| 5 | PGR |
Progressive Corp/Oh/
|
260 | $56,797 | |
| 6 | WTM |
White Mountains Insurance Group Ltd
|
8 | $16,587 | |
| 7 | MKL |
Markel Group Inc.
|
7 | $13,671 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
63 | $13,489 |
All Filings in CB
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,762 | 328 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $106,905 | 328 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $100,814 | 323 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $71,973 | 255 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $73,878 | 255 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $69,155 | 229 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $61,338 | 222 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $64,599 | 224 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $57,137 | 224 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $55,712 | 215 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $51,302 | 227 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $43,301 | 208 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $28,691 | 149 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,233 | 166 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $48,752 | 221 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $34,011 | 187 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $30,076 | 153 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $21,264 | 110 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $21,685 | 125 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||