Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,186,115
+$51,553 QoQ
Shares Held
3,481
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,025
of 2,131 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Mattern Wealth Management LLC holds $1,400,362 across 2 Insurance - Property & Casualty names. CB ranks #1 (84.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
3,481 | $1,186,115 | |
| 2 | TRV |
Travelers Companies, Inc.
|
649 | $214,247 |
All Filings in CB
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,186,115 | 3,481 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,134,562 | 3,481 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,103,968 | 3,537 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,006,503 | 3,566 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,234,786 | 4,262 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,302,784 | 4,314 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $2,907,228 | 10,522 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $3,083,177 | 10,691 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,749,252 | 10,778 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $2,982,327 | 11,509 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,610,526 | 11,551 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,320,790 | 11,148 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,985,871 | 10,313 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,853,642 | 9,546 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,953,413 | 8,855 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,612,911 | 8,868 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,730,886 | 8,805 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,879,111 | 8,785 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,502,018 | 7,770 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,369,451 | 7,894 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,252,129 | 7,878 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,095,679 | 6,936 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,235,669 | 8,028 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $939,062 | 8,087 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,035,498 | 8,178 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $788,531 | 7,060 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||