Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$267,821
+$18,485 QoQ
Shares Held
786
+2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#1,681
of 2,131 holders
Holding Since
Mar 2022
8 quarters on record
Voting authority
Sole 0%
Shared 80%
None 20%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Omnia Family Wealth, LLC holds $494,613 across 2 Insurance - Property & Casualty names. CB ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
786 | $267,821 | |
| 2 | TRV |
Travelers Companies, Inc.
|
687 | $226,792 |
All Filings in CB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,821 | 786 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $249,336 | 765 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $306,501 | 982 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $212,534 | 753 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $266,832 | 921 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $237,968 | 788 | Shares | Defined | 2025-04-23 | |
| 2024-09-30 | $199,854 | 693 | Shares | Defined | 2024-11-06 | |
| 2022-03-31 | $213,686 | 999 | Shares | Defined | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||