Position in CB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$229,658
+$4,441 QoQ
Shares Held
674
-2.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,759
of 2,131 holders
Holding Since
Mar 2021
13 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, 2026Canvas Wealth Advisors, LLC holds $538,320 across 2 Insurance - Property & Casualty names. CB ranks #2 (42.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
935 | $308,662 | |
| 2 | CB |
Chubb Ltd
This page
|
674 | $229,658 |
All Filings in CB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,658 | 674 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $225,217 | 691 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $211,305 | 677 | Shares | Sole | 2026-01-12 | |
| 2023-06-30 | $419,203 | 2,177 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $443,701 | 2,285 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $485,540 | 2,201 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $444,150 | 2,442 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $222,331 | 1,131 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $245,771 | 1,149 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $816,734 | 4,225 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,257,556 | 7,249 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,134,831 | 7,140 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,047,183 | 6,629 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||