Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$341,762
-$372,676 QoQ
Shares Held
1,003
-54.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,551
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $853,448 across 2 Insurance - Property & Casualty names. CB ranks #2 (40.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,550 | $511,686 | |
| 2 | CB |
Chubb Ltd
This page
|
1,003 | $341,762 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $341,762 | 1,003 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $714,438 | 2,192 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $744,094 | 2,384 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $758,970 | 2,689 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $791,515 | 2,732 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $809,031 | 2,679 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $769,219 | 2,784 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $804,031 | 2,788 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $658,106 | 2,580 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $660,781 | 2,550 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $603,646 | 2,671 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $531,899 | 2,555 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $495,649 | 2,574 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $511,275 | 2,633 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $570,471 | 2,586 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $470,887 | 2,589 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $439,159 | 2,234 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $474,216 | 2,217 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $387,973 | 2,007 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $344,184 | 1,984 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $301,032 | 1,894 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $287,347 | 1,819 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $388,494 | 2,524 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $287,048 | 2,472 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $296,037 | 2,338 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $286,373 | 2,564 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||