Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$427,287
+$19,875 QoQ
Shares Held
1,254
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,442
of 2,131 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Derivatives in CB
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$375,373
PutShares
1,243
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Quaker Wealth Management, LLC holds $549,035 across 8 Insurance - Property & Casualty names. CB ranks #1 (77.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,254 | $427,287 | |
| 2 | L |
Loews Corp
|
1,005 | $113,776 | |
| 3 | PGR |
Progressive Corp/Oh/
|
15 | $3,276 | |
| 4 | ALL |
Allstate Corp
|
7 | $1,665 | |
| 5 | KNSL |
Kinsale Capital Group, Inc.
|
4 | $1,319 | |
| 6 | RLI |
Rli Corp
|
12 | $708 | |
| 7 | WRB |
Berkley W R Corp
|
9 | $634 | |
| 8 | CINF |
Cincinnati Financial Corp
|
2 | $370 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,287 | 1,254 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $407,412 | 1,250 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $389,837 | 1,249 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $351,965 | 1,247 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $361,280 | 1,247 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $375,373 | 1,243 | Put | Sole | 2025-05-29 | |
| 2024-09-30 | $357,026 | 1,238 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $318,989 | 1,231 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $277,980 | 1,230 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $255,853 | 1,229 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $236,271 | 1,227 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $237,870 | 1,225 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $270,014 | 1,224 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $222,439 | 1,223 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $240,024 | 1,221 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $260,958 | 1,220 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $235,451 | 1,218 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $211,125 | 1,217 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||