Position in CB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$50,703,300
+$1,511,004 QoQ
Shares Held
155,565
-1.3% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026SMITH CHAS P & ASSOCIATES PA CPAS holds $50,703,300 across 1 Insurance - Property & Casualty name. CB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
155,565 | $50,703,300 |
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,703,300 | 155,565 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $49,192,296 | 157,607 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $26,894,473 | 95,286 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,603,200 | 160,856 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $47,927,322 | 158,705 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $43,435,741 | 157,205 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $44,912,128 | 155,734 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $40,642,151 | 159,331 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $40,303,266 | 155,533 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $33,177,252 | 146,802 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||