Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$457,273
+$9,772 QoQ
Shares Held
1,342
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,405
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026Allegiance Financial Group Advisory Services LLC holds $865,961 across 2 Insurance - Property & Casualty names. CB ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,342 | $457,273 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,238 | $408,688 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,273 | 1,342 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $447,501 | 1,373 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $442,898 | 1,419 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||