Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,196,410
New position
Shares Held
6,446
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#826
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $3,951,327 across 2 Insurance - Property & Casualty names. CB ranks #1 (55.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
6,446 | $2,196,410 | |
| 2 | TRV |
Travelers Companies, Inc.
|
5,316 | $1,754,917 |
All Filings in CB
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,196,410 | 6,446 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||