Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$645,020
+$48,569 QoQ
Shares Held
1,893
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,267
of 2,131 holders
Holding Since
Dec 2020
23 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, 2026SAGE PRIVATE WEALTH GROUP, LLC holds $887,004 across 2 Insurance - Property & Casualty names. CB ranks #1 (72.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,893 | $645,020 | |
| 2 | ALL |
Allstate Corp
|
1,017 | $241,984 |
All Filings in CB
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645,020 | 1,893 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $596,451 | 1,830 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $589,594 | 1,889 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $534,863 | 1,895 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $506,430 | 1,748 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $486,203 | 1,610 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $451,197 | 1,633 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $498,626 | 1,729 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $631,323 | 2,475 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $570,086 | 2,200 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $426,462 | 1,887 | Shares | Sole | 2025-01-29 | |
| 2023-09-30 | $375,556 | 1,804 | Shares | Sole | 2025-01-29 | |
| 2023-06-30 | $341,601 | 1,774 | Shares | Sole | 2025-01-29 | |
| 2023-03-31 | $344,281 | 1,773 | Shares | Sole | 2025-01-29 | |
| 2022-12-31 | $354,945 | 1,609 | Shares | Sole | 2025-01-29 | |
| 2022-09-30 | $300,829 | 1,654 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $371,143 | 1,888 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $332,186 | 1,553 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $266,574 | 1,379 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $232,463 | 1,340 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $208,688 | 1,313 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $203,465 | 1,288 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $206,098 | 1,339 | Shares | Sole | 2021-03-02 | |
| No filing history on record for this holder in this stock. | ||||||