Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$39,866
+$4,666 QoQ
Shares Held
117
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,968
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, 2026Valued Wealth Advisors LLC holds $262,118 across 18 Insurance - Property & Casualty names. CB ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
381 | $125,775 | |
| 2 | CB |
Chubb Ltd
This page
|
117 | $39,866 | |
| 3 | PGR |
Progressive Corp/Oh/
|
108 | $23,592 | |
| 4 | ALL |
Allstate Corp
|
95 | $22,604 | |
| 5 | MCY |
Mercury General Corp
|
110 | $11,728 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
37 | $7,922 | |
| 7 | CINF |
Cincinnati Financial Corp
|
33 | $6,109 | |
| 8 | HMN |
Horace Mann Educators Corp /De/
|
81 | $4,183 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,866 | 117 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $35,200 | 108 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $32,460 | 104 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,225 | 100 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $33,317 | 115 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $34,426 | 114 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $28,182 | 102 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $29,992 | 104 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $19,896 | 78 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,102 | 66 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,780 | 30 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||