Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$155,377
-$15,410 QoQ
Shares Held
456
-13.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,855
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Bruce G. Allen Investments, LLC holds $530,368 across 13 Insurance - Property & Casualty names. CB ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
546 | $180,245 | |
| 2 | CB |
Chubb Ltd
This page
|
456 | $155,377 | |
| 3 | PGR |
Progressive Corp/Oh/
|
440 | $96,118 | |
| 4 | MKL |
Markel Group Inc.
|
11 | $21,483 | |
| 5 | ALL |
Allstate Corp
|
86 | $20,462 | |
| 6 | WRB |
Berkley W R Corp
|
255 | $17,985 | |
| 7 | CINF |
Cincinnati Financial Corp
|
82 | $15,181 | |
| 8 | L |
Loews Corp
|
64 | $7,245 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,377 | 456 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $170,787 | 524 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $167,608 | 537 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $186,285 | 660 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $200,486 | 692 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $255,785 | 847 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $197,001 | 713 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $164,670 | 571 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $150,242 | 589 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $176,726 | 682 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $162,494 | 719 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||