Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$769,050
+$89,161 QoQ
Shares Held
2,257
+8.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,188
of 2,131 holders
Holding Since
Dec 2025
3 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, 2026Wick Capital Partners, LLC holds $1,039,088 across 2 Insurance - Property & Casualty names. CB ranks #1 (74.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,257 | $769,050 | |
| 2 | TRV |
Travelers Companies, Inc.
|
818 | $270,038 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,050 | 2,257 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $679,889 | 2,086 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $649,521 | 2,081 | Shares | Sole | 2026-03-02 | |
| No filing history on record for this holder in this stock. | ||||||