Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$282,814
+$4,144 QoQ
Shares Held
830
-2.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,650
of 2,131 holders
Holding Since
Mar 2024
6 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, 2026Global Assets Advisory, LLC holds $523,801 across 2 Insurance - Property & Casualty names. CB ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
830 | $282,814 | |
| 2 | TRV |
Travelers Companies, Inc.
|
730 | $240,987 |
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $282,814 | 830 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $278,670 | 855 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $257,499 | 825 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $232,856 | 825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $255,243 | 881 | Shares | Sole | 2025-07-22 | |
| 2024-03-31 | $58 | 14,929 | Shares | Sole | 2024-04-12 | |
| No filing history on record for this holder in this stock. | ||||||