Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,801,564
+$133,827 QoQ
Shares Held
8,222
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#750
of 2,130 holders
Holding Since
Mar 2025
6 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, 2026VestGen Advisors, LLC holds $12,234,662 across 7 Insurance - Property & Casualty names. CB ranks #2 (22.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RLI |
Rli Corp
|
86,120 | $5,087,108 | |
| 2 | CB |
Chubb Ltd
This page
|
8,222 | $2,801,564 | |
| 3 | ALL |
Allstate Corp
|
9,626 | $2,290,410 | |
| 4 | TRV |
Travelers Companies, Inc.
|
3,170 | $1,046,480 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,293 | $500,905 | |
| 6 | TRUP |
Trupanion, Inc.
|
11,082 | $274,501 | |
| 7 | ORI |
Old Republic International Corp
|
5,711 | $233,694 |
All Filings in CB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,801,564 | 8,222 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,667,737 | 8,185 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,347,766 | 7,522 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,269,290 | 8,040 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,382,543 | 4,772 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,090,485 | 3,611 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||