Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,537,078
+$131,342 QoQ
Shares Held
4,511
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#956
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Savvy Advisors, Inc. holds $7,081,530 across 9 Insurance - Property & Casualty names. CB ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
13,702 | $2,993,201 | |
| 2 | CB |
Chubb Ltd
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|
4,511 | $1,537,078 | |
| 3 | ALL |
Allstate Corp
|
3,034 | $721,909 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,826 | $602,799 | |
| 5 | ORI |
Old Republic International Corp
|
7,110 | $290,941 | |
| 6 | MKL |
Markel Group Inc.
|
144 | $281,233 | |
| 7 | RLI |
Rli Corp
|
3,820 | $225,647 | |
| 8 | THG |
Hanover Insurance Group, Inc.
|
1,052 | $225,254 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,078 | 4,511 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $1,405,736 | 4,313 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,393,927 | 4,466 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $753,889 | 2,671 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $399,813 | 1,380 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $324,337 | 1,074 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $268,011 | 970 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $720,975 | 2,500 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||