Cornerstone Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1674117 ST. PETERS, MO

Position in CB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$2,423,002

+$110,203 QoQ

Shares Held

7,111

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#799

of 2,131 holders

Holding Since

Jun 2020

16 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

Cornerstone Wealth Management, LLC holds $4,555,614 across 5 Insurance - Property & Casualty names. CB ranks #1 (53.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	7,111	$2,423,002
2	TRV	Travelers Companies, Inc.	4,172	$1,377,260
3	WRB	Berkley W R Corp	4,506	$317,808
4	ALL	Allstate Corp	997	$237,226
5	PGR	Progressive Corp/Oh/	917	$200,318

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,423,002	7,111	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$2,312,799	7,096	+58.3%	Shares	Sole	2026-04-24
2025-12-31	$1,399,233	4,483	+7.1%	Shares	Sole	2026-02-05
2025-09-30	$1,181,780	4,187	+0.3%	Shares	Sole	2025-11-04
2025-06-30	$1,209,001	4,173	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$1,257,184	4,163	-0.6%	Shares	Sole	2025-04-18
2024-12-31	$1,157,144	4,188	+4.6%	Shares	Sole	2025-01-21
2024-09-30	$1,154,713	4,004	+42.8%	Shares	Sole	2024-10-16
2024-06-30	$715,244	2,804	+5.7%	Shares	Sole	2024-07-16
2024-03-31	$687,731	2,654	-3.0%	Shares	Sole	2024-04-19
2023-12-31	$618,110	2,735	-0.1%	Shares	Sole	2024-01-10
2023-09-30	$569,996	2,738	+5.4%	Shares	Sole	2023-11-07
2023-06-30	$500,270	2,598	+8.8%	Shares	Sole	2023-07-14
2023-03-31	$463,701	2,388	+2.1%	Shares	Sole	2023-05-15
2022-09-30	$425,599	2,340	+39.1%	Shares	Sole	2022-10-14
2020-06-30	$212,974	1,682	—	Shares	Sole	2020-07-16
No filing history on record for this holder in this stock.