Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$27,940
+$1,214 QoQ
Shares Held
82
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,997
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, 2026Frazier Financial Advisors, LLC holds $515,404 across 9 Insurance - Property & Casualty names. CB ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
428 | $141,291 | |
| 2 | CINF |
Cincinnati Financial Corp
|
610 | $112,935 | |
| 3 | ROOT |
Root, Inc.
|
1,517 | $84,830 | |
| 4 | PLMR |
Palomar Holdings, Inc.
|
400 | $50,556 | |
| 5 | ALL |
Allstate Corp
|
208 | $49,491 | |
| 6 | CB |
Chubb Ltd
This page
|
82 | $27,940 | |
| 7 | WRB |
Berkley W R Corp
|
337 | $23,768 | |
| 8 | MKL |
Markel Group Inc.
|
7 | $13,671 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,940 | 82 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $26,726 | 82 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $13,733 | 44 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $11,572 | 41 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,878 | 41 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $12,381 | 41 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $11,328 | 41 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $13,265 | 46 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,264 | 52 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,474 | 52 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,752 | 52 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||