Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372,428
-$138,630 QoQ
Shares Held
1,093
-30.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,515
of 2,138 holders
Holding Since
Mar 2022
5 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, 2026Symphony Financial, Ltd. Co. holds $627,940 across 2 Insurance - Property & Casualty names. CB ranks #1 (59.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,093 | $372,428 | |
| 2 | TRV |
Travelers Companies, Inc.
|
774 | $255,512 |
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372,428 | 1,093 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $511,058 | 1,568 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $475,983 | 1,525 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $575,094 | 1,985 | Shares | Sole | 2025-08-15 | |
| 2022-03-31 | $214,113 | 1,001 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||