Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,229
+$2,118 QoQ
Shares Held
121
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,964
of 2,131 holders
Holding Since
Jun 2020
25 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,130,433 across 12 Insurance - Property & Casualty names. CB ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
3,583 | $663,356 | |
| 2 | ALL |
Allstate Corp
|
736 | $175,123 | |
| 3 | TRV |
Travelers Companies, Inc.
|
266 | $87,811 | |
| 4 | PGR |
Progressive Corp/Oh/
|
199 | $43,471 | |
| 5 | WRB |
Berkley W R Corp
|
588 | $41,471 | |
| 6 | CB |
Chubb Ltd
This page
|
121 | $41,229 | |
| 7 | KNSL |
Kinsale Capital Group, Inc.
|
73 | $24,076 | |
| 8 | L |
Loews Corp
|
162 | $18,340 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,229 | 121 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $39,111 | 120 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $41,511 | 133 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $41,490 | 147 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $125,159 | 432 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $185,723 | 615 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,364,645 | 4,939 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,460,695 | 5,065 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,327,181 | 5,203 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $1,354,472 | 5,227 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,359,164 | 6,014 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,297,377 | 6,232 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,242,204 | 6,451 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,246,053 | 6,417 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,331,762 | 6,037 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,085,823 | 5,970 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,030,668 | 5,243 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $1,183,936 | 5,535 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $1,009,851 | 5,224 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $937,659 | 5,405 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $791,203 | 4,978 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $725,872 | 4,595 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $749,128 | 4,867 | Shares | Sole | 2021-01-08 | |
| 2020-09-30 | $564,459 | 4,861 | Shares | Sole | 2020-10-06 | |
| 2020-06-30 | $582,831 | 4,603 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||