Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$221,140
+$1,464 QoQ
Shares Held
649
-3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,785
of 2,131 holders
Holding Since
Dec 2021
4 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, 2026Henrickson Nauta Wealth Advisors, Inc. holds $715,989 across 2 Insurance - Property & Casualty names. CB ranks #2 (30.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,499 | $494,849 | |
| 2 | CB |
Chubb Ltd
This page
|
649 | $221,140 |
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,140 | 649 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $219,676 | 674 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $312,120 | 1,000 | Shares | Defined | 2026-01-07 | |
| 2021-12-31 | $66,112 | 342 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||