Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$17,037
+$741 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,038
of 2,131 holders
Holding Since
Jun 2023
6 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, 2026Ritter Daniher Financial Advisory LLC / DE holds $180,075 across 7 Insurance - Property & Casualty names. CB ranks #4 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
476 | $88,126 | |
| 2 | ORI |
Old Republic International Corp
|
750 | $30,690 | |
| 3 | THG |
Hanover Insurance Group, Inc.
|
102 | $21,840 | |
| 4 | CB |
Chubb Ltd
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|
50 | $17,037 | |
| 5 | L |
Loews Corp
|
125 | $14,151 | |
| 6 | WRB |
Berkley W R Corp
|
98 | $6,911 | |
| 7 | TRV |
Travelers Companies, Inc.
|
4 | $1,320 |
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,037 | 50 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $16,296 | 50 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,606 | 50 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $14,112 | 50 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,486 | 50 | Shares | Sole | 2025-08-11 | |
| 2023-06-30 | $4,621 | 24 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||