Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,236,689
+$168,384 QoQ
Shares Held
9,499
+0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.44%
of 13F equity value
Holder Rank
#709
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, 2026Cornerstone Planning, LLC holds $3,987,712 across 2 Insurance - Property & Casualty names. CB ranks #1 (81.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
9,499 | $3,236,689 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,275 | $751,023 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,236,689 | 9,499 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,068,305 | 9,414 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $3,041,609 | 9,745 | Shares | Sole | 2026-03-17 | |
| No filing history on record for this holder in this stock. | ||||||