Position in CB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$81,436
+$26,680 QoQ
Shares Held
239
+42.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,898
of 2,130 holders
Holding Since
Dec 2023
11 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $292,105 across 16 Insurance - Property & Casualty names. CB ranks #1 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
239 | $81,436 | |
| 2 | ALL |
Allstate Corp
|
211 | $50,205 | |
| 3 | PGR |
Progressive Corp/Oh/
|
132 | $28,835 | |
| 4 | THG |
Hanover Insurance Group, Inc.
|
94 | $20,127 | |
| 5 | CNA |
Cna Financial Corp
|
383 | $18,617 | |
| 6 | ORI |
Old Republic International Corp
|
400 | $16,368 | |
| 7 | L |
Loews Corp
|
122 | $13,811 | |
| 8 | CINF |
Cincinnati Financial Corp
|
65 | $12,034 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,436 | 239 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $54,756 | 168 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $52,436 | 168 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $43,748 | 155 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $40,560 | 140 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $42,278 | 140 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $38,682 | 140 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $40,374 | 140 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $35,711 | 140 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $36,278 | 140 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $31,640 | 140 | Shares | Sole | 2024-01-17 | |
| No filing history on record for this holder in this stock. | ||||||