Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$14,992
+$9,126 QoQ
Shares Held
44
+144.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,045
of 2,131 holders
Holding Since
Jun 2025
5 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $258,837 across 7 Insurance - Property & Casualty names. CB ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
1,762 | $104,081 | |
| 2 | CINF |
Cincinnati Financial Corp
|
500 | $92,570 | |
| 3 | ALL |
Allstate Corp
|
142 | $33,787 | |
| 4 | CB |
Chubb Ltd
This page
|
44 | $14,992 | |
| 5 | PGR |
Progressive Corp/Oh/
|
23 | $5,024 | |
| 6 | TRV |
Travelers Companies, Inc.
|
13 | $4,291 | |
| 7 | ORI |
Old Republic International Corp
|
100 | $4,092 |
All Filings in CB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,992 | 44 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,866 | 18 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $5,618 | 18 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,645 | 20 | Shares | Sole | 2026-02-10 | |
| 2025-06-30 | $5,794 | 20 | Shares | Sole | 2025-08-29 | |
| No filing history on record for this holder in this stock. | ||||||