Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,242,337
-$112,227 QoQ
Shares Held
3,646
-12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1,013
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, 2026CENTRAL VALLEY ADVISORS, LLC holds $1,519,307 across 2 Insurance - Property & Casualty names. CB ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
3,646 | $1,242,337 | |
| 2 | TRV |
Travelers Companies, Inc.
|
839 | $276,970 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,242,337 | 3,646 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,354,564 | 4,156 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,342,771 | 7,506 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,205,783 | 7,815 | Shares | Defined | 2025-10-09 | |
| 2025-06-30 | $2,267,928 | 7,828 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,387,532 | 7,906 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,218,688 | 8,030 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,197,531 | 7,620 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,871,521 | 7,337 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,901,495 | 7,338 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $1,564,598 | 6,923 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||