Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$453,864
-$489,703 QoQ
Shares Held
1,332
-54.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#1,411
of 2,131 holders
Holding Since
Jun 2025
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, 2026waypoint wealth counsel holds $453,864 across 1 Insurance - Property & Casualty name. CB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,332 | $453,864 |
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,864 | 1,332 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $943,567 | 2,895 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,285,309 | 4,118 | Shares | Other | 2026-01-28 | |
| 2025-09-30 | $658,770 | 2,334 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $392,860 | 1,356 | Shares | Other | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||