Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,518
New position
Shares Held
25
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,073
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Planning Strategies Inc. holds $205,773 across 15 Insurance - Property & Casualty names. CB ranks #3 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
704 | $167,509 | |
| 2 | SIGI |
Selective Insurance Group Inc
|
100 | $9,701 | |
| 3 | CB |
Chubb Ltd
This page
|
25 | $8,518 | |
| 4 | PGR |
Progressive Corp/Oh/
|
35 | $7,645 | |
| 5 | TRV |
Travelers Companies, Inc.
|
12 | $3,961 | |
| 6 | DGICA |
Donegal Group Inc
|
120 | $2,263 | |
| 7 | L |
Loews Corp
|
15 | $1,698 | |
| 8 | KNSL |
Kinsale Capital Group, Inc.
|
4 | $1,319 |
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,518 | 25 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||