Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$389,465
+$17,253 QoQ
Shares Held
1,143
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,496
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026FAS Wealth Partners, Inc. holds $6,157,651 across 2 Insurance - Property & Casualty names. CB ranks #2 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
17,473 | $5,768,186 | |
| 2 | CB |
Chubb Ltd
This page
|
1,143 | $389,465 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,465 | 1,143 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $372,212 | 1,142 | Shares | Sole | 2026-06-10 | |
| 2025-12-31 | $351,447 | 1,126 | Shares | Sole | 2026-02-18 | |
| No filing history on record for this holder in this stock. | ||||||