Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$304,962
+$11,951 QoQ
Shares Held
895
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,605
of 2,131 holders
Holding Since
Mar 2024
9 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, 2026Wayfinding Financial, LLC holds $585,894 across 2 Insurance - Property & Casualty names. CB ranks #1 (52.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
895 | $304,962 | |
| 2 | TRV |
Travelers Companies, Inc.
|
851 | $280,932 |
All Filings in CB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,962 | 895 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $293,011 | 899 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $274,353 | 879 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $245,275 | 869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $252,635 | 872 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $279,944 | 927 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $271,326 | 982 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $241,050 | 945 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $223,370 | 862 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||