Position in CB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$432,058
+$15,520 QoQ
Shares Held
1,268
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,433
of 2,130 holders
Holding Since
Sep 2025
4 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, 2026Hennion & Walsh Asset Management, Inc. holds $8,648,558 across 6 Insurance - Property & Casualty names. CB ranks #6 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
11,916 | $3,933,709 | |
| 2 | CINF |
Cincinnati Financial Corp
|
10,494 | $1,942,859 | |
| 3 | ORI |
Old Republic International Corp
|
27,358 | $1,119,489 | |
| 4 | AFG |
American Financial Group Inc
|
4,892 | $684,586 | |
| 5 | PGR |
Progressive Corp/Oh/
|
2,453 | $535,857 | |
| 6 | CB |
Chubb Ltd
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|
1,268 | $432,058 |
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,058 | 1,268 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $416,538 | 1,278 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $396,392 | 1,270 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $314,144 | 1,113 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||