Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$304,280
+$12,573 QoQ
Shares Held
893
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,614
of 2,141 holders
Holding Since
Dec 2025
3 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, 2026Basecamp Wealth Advisors LLC holds $2,161,538 across 29 Insurance - Property & Casualty names. CB ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,479 | $589,853 | |
| 2 | PGR |
Progressive Corp/Oh/
|
2,632 | $574,960 | |
| 3 | CB |
Chubb Ltd
This page
|
893 | $304,280 | |
| 4 | TRV |
Travelers Companies, Inc.
|
821 | $271,028 | |
| 5 | WTM |
White Mountains Insurance Group Ltd
|
37 | $76,715 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
357 | $76,440 | |
| 7 | WRB |
Berkley W R Corp
|
802 | $56,565 | |
| 8 | ORI |
Old Republic International Corp
|
1,283 | $52,500 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,280 | 893 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $291,707 | 895 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $288,398 | 924 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||