Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$202,058
-$129,412 QoQ
Shares Held
593
-41.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,832
of 2,131 holders
Holding Since
Sep 2024
7 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, 2026Peachtree Investment Partners, LLC holds $521,614 across 2 Insurance - Property & Casualty names. CB ranks #2 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
968 | $319,556 | |
| 2 | CB |
Chubb Ltd
This page
|
593 | $202,058 |
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,058 | 593 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $331,470 | 1,017 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $209,744 | 672 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $222,130 | 787 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $509,327 | 1,758 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $203,239 | 673 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $261,281 | 906 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||