Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,055,612
+$40,015 QoQ
Shares Held
3,098
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,073
of 2,131 holders
Holding Since
Mar 2020
26 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, 2026Meridian Wealth Advisors, LLC holds $7,241,100 across 2 Insurance - Property & Casualty names. CB ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
25,996 | $6,185,488 | |
| 2 | CB |
Chubb Ltd
This page
|
3,098 | $1,055,612 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,612 | 3,098 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,015,597 | 3,116 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $993,165 | 3,182 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $926,062 | 3,281 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $986,496 | 3,405 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,116,155 | 3,696 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,047,177 | 3,790 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,154,136 | 4,002 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,188,927 | 4,661 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,183,964 | 4,569 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,032,142 | 4,567 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $950,549 | 4,566 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $884,620 | 4,594 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,009,930 | 5,201 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,144,472 | 5,188 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $943,229 | 5,186 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $955,575 | 4,861 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $974,100 | 4,554 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $917,835 | 4,748 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $820,907 | 4,732 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $741,455 | 4,665 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $676,901 | 4,285 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $651,543 | 4,233 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $483,407 | 4,163 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $593,721 | 4,689 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $522,039 | 4,674 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||