Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$216,710
+$5,508 QoQ
Shares Held
636
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,795
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026SAGE RHINO CAPITAL LLC holds $625,728 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.
|
1,239 | $409,018 | |
| 2 | CB |
Chubb Ltd
This page
|
636 | $216,710 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,710 | 636 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $211,202 | 648 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $202,253 | 648 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||