Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$776,887
+$34,745 QoQ
Shares Held
2,280
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,184
of 2,131 holders
Holding Since
Mar 2026
2 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, 2026Abundance Wealth Counselors holds $997,077 across 2 Insurance - Property & Casualty names. CB ranks #1 (77.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,280 | $776,887 | |
| 2 | TRV |
Travelers Companies, Inc.
|
667 | $220,190 |
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $776,887 | 2,280 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $742,142 | 2,277 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||