Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$290,309
+$27,936 QoQ
Shares Held
852
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,635
of 2,131 holders
Holding Since
Dec 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026FIRST FOUNDATION ADVISORS holds $817,180 across 2 Insurance - Property & Casualty names. CB ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,596 | $526,871 | |
| 2 | CB |
Chubb Ltd
This page
|
852 | $290,309 |
All Filings in CB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $290,309 | 852 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $262,373 | 805 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $258,746 | 829 | Shares | Defined | 2026-02-04 | |
| 2025-09-30 | $218,179 | 773 | Shares | Sole | 2025-11-17 | |
| 2024-06-30 | $126,774 | 497 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $143,039 | 552 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $72,998 | 323 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $326,426 | 1,568 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $227,220 | 1,180 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $221,703 | 1,005 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||