Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$578,917
-$486,222 QoQ
Shares Held
1,699
-48.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,309
of 2,131 holders
Holding Since
Dec 2022
15 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Ameritas Advisory Services, LLC holds $2,900,406 across 8 Insurance - Property & Casualty names. CB ranks #3 (20.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
4,829 | $1,149,012 | |
| 2 | PGR |
Progressive Corp/Oh/
|
3,733 | $815,473 | |
| 3 | CB |
Chubb Ltd
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|
1,699 | $578,917 | |
| 4 | AIZ |
Assurant, Inc.
|
1,205 | $323,578 | |
| 5 | LMND |
Lemonade, Inc.
|
462 | $30,053 | |
| 6 | PLMR |
Palomar Holdings, Inc.
|
14 | $1,769 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
3 | $989 | |
| 8 | ROOT |
Root, Inc.
|
11 | $615 |
All Filings in CB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,917 | 1,699 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,065,139 | 3,268 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $933,863 | 2,992 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $215,356 | 763 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $337,523 | 1,165 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $317,693 | 1,052 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $287,628 | 1,041 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $332,802 | 1,154 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $284,159 | 1,114 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $248,246 | 958 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $232,780 | 1,030 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $614,547 | 2,952 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $505,084 | 2,623 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $679,630 | 3,500 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,424,634 | 6,458 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||