Position in CB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,736,142
+$330,779 QoQ
Shares Held
8,030
+8.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.57%
of 13F equity value
Holder Rank
#762
of 2,131 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026BROOKS, MOORE & ASSOCIATES, INC. holds $2,948,739 across 2 Insurance - Property & Casualty names. CB ranks #1 (92.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
8,030 | $2,736,142 | |
| 2 | TRV |
Travelers Companies, Inc.
|
644 | $212,597 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,736,142 | 8,030 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,405,363 | 7,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,515,062 | 8,058 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,274,370 | 8,058 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,354,554 | 8,127 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,424,073 | 8,027 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,421,563 | 5,145 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,302,946 | 4,518 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||