Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,738,455
+$1,221,856 QoQ
Shares Held
5,102
+221.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#910
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026Fi3 FINANCIAL ADVISORS, LLC holds $1,942,799 across 2 Insurance - Property & Casualty names. CB ranks #1 (89.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
5,102 | $1,738,455 | |
| 2 | TRV |
Travelers Companies, Inc.
|
619 | $204,344 |
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,738,455 | 5,102 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $516,599 | 1,585 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $520,928 | 1,669 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $301,725 | 1,069 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $270,019 | 932 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $239,478 | 793 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||