Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$222,503
New position
Shares Held
653
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,780
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $437,081 across 2 Insurance - Property & Casualty names. CB ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
653 | $222,503 | |
| 2 | TRV |
Travelers Companies, Inc.
|
650 | $214,578 |
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,503 | 653 | Shares | Sole | 2026-08-04 | |
| No filing history on record for this holder in this stock. | ||||||