Position in CB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,594,269
-$372,857 QoQ
Shares Held
16,418
-10.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#555
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $5,845,490 across 2 Insurance - Property & Casualty names. CB ranks #1 (95.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
16,418 | $5,594,269 | |
| 2 | TRV |
Travelers Companies, Inc.
|
761 | $251,221 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,594,269 | 16,418 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $5,967,126 | 18,308 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $5,929,655 | 18,998 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,533,229 | 19,604 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $5,665,764 | 19,556 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $6,118,921 | 20,262 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $5,673,820 | 20,535 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $6,334,774 | 21,966 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $6,283,385 | 24,633 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $7,034,342 | 27,146 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $7,063,404 | 31,254 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $7,760,117 | 37,276 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $10,370,126 | 53,854 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $13,466,771 | 69,352 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $26,200,662 | 118,770 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $38,919,046 | 213,982 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $47,115,901 | 239,678 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $56,069,607 | 262,130 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $50,268,332 | 260,040 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $44,886,735 | 258,743 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $40,867,765 | 257,127 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $40,228,798 | 254,661 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $37,378,702 | 242,845 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $21,407,534 | 184,357 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $17,376,695 | 137,235 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $12,603,769 | 112,846 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||