Position in CB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$45,317
-$1,734,256 QoQ
Shares Held
133
-97.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#1,952
of 2,130 holders
Holding Since
Jun 2023
12 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, 2026Ascentis Independent Advisors holds $48,648 across 2 Insurance - Property & Casualty names. CB ranks #1 (93.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
133 | $45,317 | |
| 2 | ALL |
Allstate Corp
|
14 | $3,331 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,317 | 133 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,779,573 | 5,460 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $704,766 | 2,258 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $727,076 | 2,576 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,076,020 | 3,714 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,270,169 | 4,206 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,293,084 | 4,680 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $865,458 | 3,001 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,305,754 | 5,119 | Shares | Sole | 2024-07-29 | |
| 2023-12-31 | $543,304 | 2,404 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $383,467 | 1,842 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $285,951 | 1,485 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||