Position in CB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$3,692,599
-$19,091 QoQ
Shares Held
10,837
-4.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#671
of 2,131 holders
Holding Since
Mar 2023
14 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, 2026Fifth Third Wealth Advisors LLC holds $10,982,911 across 13 Insurance - Property & Casualty names. CB ranks #1 (33.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
10,837 | $3,692,599 | |
| 2 | PGR |
Progressive Corp/Oh/
|
7,468 | $1,631,384 | |
| 3 | TRV |
Travelers Companies, Inc.
|
4,220 | $1,393,106 | |
| 4 | ALL |
Allstate Corp
|
5,822 | $1,385,286 | |
| 5 | WRB |
Berkley W R Corp
|
8,760 | $617,842 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
1,662 | $355,867 | |
| 7 | L |
Loews Corp
|
2,925 | $331,139 | |
| 8 | RLI |
Rli Corp
|
4,865 | $287,375 |
All Filings in CB
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,692,599 | 10,837 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,711,690 | 11,388 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,439,874 | 11,021 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,104,467 | 10,999 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,226,901 | 11,138 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,391,347 | 11,230 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,394,692 | 8,667 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,048,722 | 7,104 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,608,279 | 6,305 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $711,830 | 2,747 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $527,484 | 2,334 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $460,285 | 2,211 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $388,008 | 2,015 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $243,307 | 1,253 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||