Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$594,250
+$30,718 QoQ
Shares Held
1,744
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#1,299
of 2,131 holders
Holding Since
Mar 2023
11 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, 2026StrongBox Wealth, LLC holds $648,500 across 2 Insurance - Property & Casualty names. CB ranks #1 (91.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,744 | $594,250 | |
| 2 | ALL |
Allstate Corp
|
228 | $54,250 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,250 | 1,744 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $563,532 | 1,729 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $514,061 | 1,647 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $451,035 | 1,598 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $360,121 | 1,243 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $358,160 | 1,186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $613,662 | 2,221 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $650,031 | 2,254 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $224,209 | 1,077 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $229,531 | 1,192 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $201,947 | 1,040 | Shares | Sole | 2023-04-21 | |
| No filing history on record for this holder in this stock. | ||||||