Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$44,977
+$13,036 QoQ
Shares Held
132
+34.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,954
of 2,131 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Financial Network Wealth Advisors LLC holds $65,754 across 8 Insurance - Property & Casualty names. CB ranks #1 (68.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
132 | $44,977 | |
| 2 | RLI |
Rli Corp
|
172 | $10,160 | |
| 3 | PGR |
Progressive Corp/Oh/
|
17 | $3,713 | |
| 4 | WTM |
White Mountains Insurance Group Ltd
|
1 | $2,073 | |
| 5 | ORI |
Old Republic International Corp
|
48 | $1,964 | |
| 6 | KNSL |
Kinsale Capital Group, Inc.
|
4 | $1,319 | |
| 7 | SKWD |
Skyward Specialty Insurance Group, Inc.
|
15 | $875 | |
| 8 | SAFT |
Safety Insurance Group Inc
|
9 | $673 |
All Filings in CB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,977 | 132 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $31,941 | 98 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,096 | 74 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,394 | 51 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $12,168 | 42 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,871 | 36 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,420 | 16 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,037 | 14 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,530 | 6 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||