Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$22,148
+$963 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#736
of 783 holders
Holding Since
Jun 2020
16 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, 2026TOTH FINANCIAL ADVISORY CORP holds $212,099 across 7 Insurance - Property & Casualty names. CB ranks #6 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SIGI |
Selective Insurance Group Inc
|
450 | $43,654 | |
| 2 | MKL |
Markel Group Inc.
|
20 | $39,060 | |
| 3 | KINS |
Kingstone Companies, Inc.
|
2,000 | $38,060 | |
| 4 | KNSL |
Kinsale Capital Group, Inc.
|
100 | $32,981 | |
| 5 | TRV |
Travelers Companies, Inc.
|
86 | $28,390 | |
| 6 | CB |
Chubb Ltd
This page
|
65 | $22,148 | |
| 7 | LMND |
Lemonade, Inc.
|
120 | $7,806 |
All Filings in CB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,148 | 65 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $21,185 | 65 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $20,287 | 65 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $18,346 | 65 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $20,280 | 70 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $19,629 | 65 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $17,959 | 65 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $18,745 | 65 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $16,580 | 65 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $16,843 | 65 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $324,084 | 1,434 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $17,487 | 84 | Shares | Sole | 2023-10-12 | |
| 2023-03-31 | $3,495 | 18 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $3,970 | 18 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $3,273 | 18 | Shares | Sole | 2022-10-14 | |
| 2020-06-30 | $1,899 | 15 | Shares | Sole | 2020-07-14 | |
| No filing history on record for this holder in this stock. | ||||||