Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,616,811
+$72,881 QoQ
Shares Held
4,745
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#933
of 2,130 holders
Holding Since
Mar 2020
26 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, 2026VALLEY NATIONAL ADVISERS INC holds $2,024,558 across 11 Insurance - Property & Casualty names. CB ranks #1 (79.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,745 | $1,616,811 | |
| 2 | TRV |
Travelers Companies, Inc.
|
735 | $242,638 | |
| 3 | WTM |
White Mountains Insurance Group Ltd
|
40 | $82,935 | |
| 4 | MKL |
Markel Group Inc.
|
12 | $23,436 | |
| 5 | SIGI |
Selective Insurance Group Inc
|
241 | $23,379 | |
| 6 | STC |
Stewart Information Services Corp
|
173 | $11,421 | |
| 7 | AIZ |
Assurant, Inc.
|
29 | $7,787 | |
| 8 | PGR |
Progressive Corp/Oh/
|
34 | $7,427 |
All Filings in CB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616,811 | 4,745 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,543,930 | 4,737 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,481,321 | 4,746 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,339,558 | 4,746 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,374,141 | 4,743 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,431,432 | 4,740 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,312,425 | 4,750 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,363,507 | 4,728 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,269,023 | 4,975 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,327,263 | 5,122 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,155,538 | 5,113 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,055,264 | 5,069 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $974,161 | 5,059 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $981,385 | 5,054 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,114,912 | 5,054 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $919,221 | 5,054 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $992,335 | 5,048 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $1,079,767 | 5,048 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $975,828 | 5,048 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $875,727 | 5,048 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $802,329 | 5,048 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $802,171 | 5,078 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $779,604 | 5,065 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $628,905 | 5,416 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $735,788 | 5,811 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $649,030 | 5,811 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||