Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$428,310
+$35,239 QoQ
Shares Held
1,257
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#1,438
of 2,130 holders
Holding Since
Sep 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, 2026Guardian Wealth Advisors, LLC holds $1,454,911 across 2 Insurance - Property & Casualty names. CB ranks #2 (29.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
5,545 | $1,026,601 | |
| 2 | CB |
Chubb Ltd
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|
1,257 | $428,310 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,310 | 1,257 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $393,071 | 1,206 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $382,659 | 1,226 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $314,426 | 1,114 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $304,206 | 1,050 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $310,747 | 1,029 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $285,141 | 1,032 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $322,131 | 1,117 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $284,669 | 1,116 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $286,597 | 1,106 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $231,876 | 1,026 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $206,098 | 990 | Shares | Sole | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||