Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,950,395
+$107,261 QoQ
Shares Held
5,724
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#864
of 2,131 holders
Holding Since
Mar 2020
23 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, 2026Berkeley Capital Partners, LLC holds $2,914,675 across 2 Insurance - Property & Casualty names. CB ranks #1 (66.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
5,724 | $1,950,395 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,921 | $964,280 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,950,395 | 5,724 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,843,134 | 5,655 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $754,706 | 2,418 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $456,398 | 1,617 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $466,159 | 1,609 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $499,793 | 1,655 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $471,091 | 1,705 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $491,704 | 1,705 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $419,606 | 1,645 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $413,312 | 1,595 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $368,380 | 1,630 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $331,838 | 1,594 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $332,936 | 1,729 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $319,037 | 1,643 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $347,445 | 1,575 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $272,274 | 1,497 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $289,365 | 1,472 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $294,968 | 1,379 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $257,875 | 1,334 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $231,075 | 1,332 | Shares | Sole | 2021-11-04 | |
| 2020-12-31 | $271,053 | 1,761 | Shares | Sole | 2021-01-28 | |
| 2020-06-30 | $252,860 | 1,997 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $242,143 | 2,168 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||