Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,189,863
+$133,851 QoQ
Shares Held
3,492
+7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,024
of 2,131 holders
Holding Since
Sep 2025
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, 2026JACKSON THORNTON WEALTH MANAGEMENT, LLC holds $1,792,331 across 2 Insurance - Property & Casualty names. CB ranks #1 (66.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
3,492 | $1,189,863 | |
| 2 | TRV |
Travelers Companies, Inc.
|
1,825 | $602,468 |
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,189,863 | 3,492 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,056,012 | 3,240 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $1,069,946 | 3,428 | Shares | Other | 2026-01-22 | |
| 2025-09-30 | $754,172 | 2,672 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||