Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$286,562
+$15,715 QoQ
Shares Held
841
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,645
of 2,131 holders
Holding Since
Mar 2026
2 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, 2026Financial Solutions Advisory Group, Inc. holds $819,547 across 2 Insurance - Property & Casualty names. CB ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,240 | $532,985 | |
| 2 | CB |
Chubb Ltd
This page
|
841 | $286,562 |
All Filings in CB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,562 | 841 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $270,847 | 831 | Shares | Sole | 2026-06-01 | |
| No filing history on record for this holder in this stock. | ||||||