Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,937,788
+$58,150 QoQ
Shares Held
5,687
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#868
of 2,131 holders
Holding Since
Dec 2020
23 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, 2026Exeter Financial, LLC holds $5,592,546 across 2 Insurance - Property & Casualty names. CB ranks #2 (34.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
11,071 | $3,654,758 | |
| 2 | CB |
Chubb Ltd
This page
|
5,687 | $1,937,788 |
All Filings in CB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,937,788 | 5,687 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,879,638 | 5,767 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,799,996 | 5,767 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,630,558 | 5,777 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,674,002 | 5,778 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,767,547 | 5,853 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $1,592,316 | 5,763 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,649,014 | 5,718 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,464,924 | 5,743 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,521,870 | 5,873 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,327,298 | 5,873 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $1,222,641 | 5,873 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $1,130,904 | 5,873 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,130,710 | 5,823 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $388,917 | 1,763 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $311,560 | 1,713 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $336,741 | 1,713 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $345,020 | 1,613 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $311,809 | 1,613 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $279,823 | 1,613 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $256,370 | 1,613 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $254,805 | 1,613 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $202,096 | 1,313 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||