Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$27,940
+$9,690 QoQ
Shares Held
82
+46.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,006
of 2,141 holders
Holding Since
Mar 2025
6 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, 2026Bare Financial Services, Inc holds $128,058 across 25 Insurance - Property & Casualty names. CB ranks #1 (21.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
82 | $27,940 | |
| 2 | PGR |
Progressive Corp/Oh/
|
96 | $20,970 | |
| 3 | ALL |
Allstate Corp
|
77 | $18,320 | |
| 4 | TRV |
Travelers Companies, Inc.
|
46 | $15,184 | |
| 5 | PLMR |
Palomar Holdings, Inc.
|
73 | $9,226 | |
| 6 | ORI |
Old Republic International Corp
|
127 | $5,196 | |
| 7 | RLI |
Rli Corp
|
87 | $5,139 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
12 | $3,956 |
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,940 | 82 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $18,250 | 56 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $14,980 | 48 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,289 | 40 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,719 | 37 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,415 | 8 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||