Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$31,053,680
+$8,600,037 QoQ
Shares Held
91,136
+32.3% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#248
of 2,131 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 27%
Shared 0%
None 73%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $36,035,518 across 7 Insurance - Property & Casualty names. CB ranks #1 (86.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
91,136 | $31,053,680 | |
| 2 | ALL |
Allstate Corp
|
7,769 | $1,848,555 | |
| 3 | PGR |
Progressive Corp/Oh/
|
5,465 | $1,193,829 | |
| 4 | TRV |
Travelers Companies, Inc.
|
1,964 | $648,355 | |
| 5 | L |
Loews Corp
|
5,023 | $568,653 | |
| 6 | WRB |
Berkley W R Corp
|
7,261 | $512,118 | |
| 7 | ORI |
Old Republic International Corp
|
5,140 | $210,328 |
All Filings in CB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,053,680 | 91,136 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $22,453,643 | 68,891 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,266,295 | 68,135 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $19,343,721 | 68,534 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $19,607,380 | 67,677 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $20,452,272 | 67,725 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $19,025,741 | 68,859 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,993,184 | 17,314 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $3,695,598 | 14,488 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,494,107 | 13,484 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $3,078,798 | 13,623 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $431,557 | 2,073 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $334,960 | 1,725 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $227,659 | 1,032 | Shares | Sole | 2023-01-19 | |
| 2022-06-30 | $202,870 | 1,032 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $220,317 | 1,030 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $201,235 | 1,041 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||