Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$301,895
+$15,077 QoQ
Shares Held
886
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#1,617
of 2,131 holders
Holding Since
Mar 2020
21 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, 2026Sound Financial Strategies Group, LLC holds $636,813 across 2 Insurance - Property & Casualty names. CB ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
1,809 | $334,918 | |
| 2 | CB |
Chubb Ltd
This page
|
886 | $301,895 |
All Filings in CB
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,895 | 886 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $286,818 | 880 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $692,594 | 2,219 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $695,181 | 2,463 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $786,589 | 2,715 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $820,808 | 2,718 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $885,541 | 3,205 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $819,604 | 2,842 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $713,713 | 2,798 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $660,781 | 2,550 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $585,340 | 2,590 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $856,244 | 4,113 | Shares | Sole | 2023-11-06 | |
| 2022-12-31 | $1,085,131 | 4,919 | Shares | Sole | 2023-01-30 | |
| 2022-03-31 | $1,644,035 | 7,686 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $704,035 | 3,642 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $654,366 | 3,772 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $610,806 | 3,843 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $593,177 | 3,755 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $429,992 | 3,703 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $477,737 | 3,773 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $421,518 | 3,774 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||