Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$12,842,831
+$534,737 QoQ
Shares Held
37,691
-0.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.91%
of 13F equity value
Holder Rank
#385
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026River Wealth Advisors LLC holds $13,654,596 across 2 Insurance - Property & Casualty names. CB ranks #1 (94.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
37,691 | $12,842,831 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,459 | $811,765 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,842,831 | 37,691 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $12,308,094 | 37,763 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $11,493,819 | 36,825 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,656,901 | 34,214 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,437,918 | 32,576 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $9,102,582 | 30,142 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,887,812 | 28,548 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $7,106,506 | 24,642 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,880,869 | 23,055 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,764,087 | 22,244 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $4,595,484 | 20,334 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,068,461 | 19,543 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,534,438 | 18,355 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $3,324,749 | 17,122 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,315,397 | 15,029 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,560,324 | 14,077 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,835,666 | 14,425 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,893,853 | 13,529 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,550,725 | 13,195 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,313,876 | 13,338 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,130,749 | 13,406 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,130,541 | 13,487 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $2,156,727 | 14,012 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,672,011 | 14,399 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $1,832,571 | 14,473 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,565,223 | 14,014 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||