Position in CB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$42,592
+$1,851 QoQ
Shares Held
125
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,958
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Private Wealth, LLC holds $43,158 across 2 Insurance - Property & Casualty names. CB ranks #1 (98.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
125 | $42,592 | |
| 2 | L |
Loews Corp
|
5 | $566 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,592 | 125 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $40,741 | 125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $39,639 | 127 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $35,281 | 125 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $36,215 | 125 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $37,748 | 125 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $34,537 | 125 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $36,048 | 125 | Shares | Sole | 2024-11-07 | |
| No filing history on record for this holder in this stock. | ||||||