Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,680,260
+$408,854 QoQ
Shares Held
7,866
+12.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#773
of 2,131 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, 2026Frank, Rimerman Advisors LLC holds $10,574,749 across 8 Insurance - Property & Casualty names. CB ranks #1 (25.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
7,866 | $2,680,260 | |
| 2 | PGR |
Progressive Corp/Oh/
|
11,456 | $2,502,563 | |
| 3 | AFG |
American Financial Group Inc
|
15,112 | $2,114,773 | |
| 4 | ALL |
Allstate Corp
|
4,703 | $1,119,031 | |
| 5 | TRV |
Travelers Companies, Inc.
|
3,170 | $1,046,480 | |
| 6 | SIGI |
Selective Insurance Group Inc
|
4,545 | $440,910 | |
| 7 | WTM |
White Mountains Insurance Group Ltd
|
177 | $366,990 | |
| 8 | L |
Loews Corp
|
2,683 | $303,742 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,680,260 | 7,866 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,271,406 | 6,969 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,345,269 | 7,514 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,640,154 | 5,811 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,430,057 | 4,936 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,275,303 | 4,223 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,157,420 | 4,189 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,161,058 | 4,026 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,040,981 | 4,081 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $9,069 | 35 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,910 | 35 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||