Position in CB
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$1,232,993
+$103,119 QoQ
Shares Held
3,783
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $2,880,693 across 2 Insurance - Property & Casualty names. CB ranks #2 (42.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
5,649 | $1,647,700 | |
| 2 | CB |
Chubb Ltd
This page
|
3,783 | $1,232,993 |
All Filings in CB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,232,993 | 3,783 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,129,874 | 3,620 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,118,556 | 3,963 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,148,160 | 3,963 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,196,786 | 3,963 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,094,976 | 3,963 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,142,889 | 3,963 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $1,010,882 | 3,963 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,026,932 | 3,963 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $895,638 | 3,963 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $825,017 | 3,963 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $768,892 | 3,993 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $770,506 | 3,968 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $875,340 | 3,968 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $740,797 | 4,073 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $800,670 | 4,073 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $871,214 | 4,073 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $787,351 | 4,073 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $706,584 | 4,073 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $677,402 | 4,262 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $678,481 | 4,295 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $661,086 | 4,295 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $498,735 | 4,295 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $543,832 | 4,295 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $505,173 | 4,523 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||