Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,046,071
-$52,312 QoQ
Shares Held
3,070
-8.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,076
of 2,130 holders
Holding Since
Dec 2024
7 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, 2026Advyzon Investment Management, LLC holds $4,298,633 across 6 Insurance - Property & Casualty names. CB ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PGR |
Progressive Corp/Oh/
|
5,443 | $1,189,023 | |
| 2 | CB |
Chubb Ltd
This page
|
3,070 | $1,046,071 | |
| 3 | CINF |
Cincinnati Financial Corp
|
3,768 | $697,607 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,710 | $564,504 | |
| 5 | SLDE |
Slide Insurance Holdings, Inc.
|
26,892 | $520,898 | |
| 6 | ALL |
Allstate Corp
|
1,179 | $280,530 |
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,071 | 3,070 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,098,383 | 3,370 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $514,373 | 1,648 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $372,287 | 1,319 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $337,234 | 1,164 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $312,559 | 1,035 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $324,928 | 1,176 | Shares | Defined | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||