Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$580,280
+$25,222 QoQ
Shares Held
1,703
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,307
of 2,131 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Rede Wealth, LLC holds $818,220 across 2 Insurance - Property & Casualty names. CB ranks #1 (70.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,703 | $580,280 | |
| 2 | ALL |
Allstate Corp
|
1,000 | $237,940 |
All Filings in CB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $580,280 | 1,703 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $555,058 | 1,703 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $531,540 | 1,703 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $549,598 | 1,897 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $572,572 | 1,896 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $524,969 | 1,900 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $537,270 | 1,863 | Shares | Defined | 2024-10-18 | |
| 2024-06-30 | $475,978 | 1,866 | Shares | Defined | 2024-08-05 | |
| 2024-03-31 | $480,943 | 1,856 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $383,296 | 1,696 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $353,072 | 1,696 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $356,621 | 1,852 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $313,794 | 1,616 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $356,489 | 1,616 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $293,918 | 1,616 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $317,673 | 1,616 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $345,662 | 1,616 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $312,388 | 1,616 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $280,343 | 1,616 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $256,847 | 1,616 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $255,279 | 1,616 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $248,734 | 1,616 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||