Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$7,408,028
+$2,289,950 QoQ
Shares Held
21,741
+38.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#489
of 2,131 holders
Holding Since
Mar 2022
18 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, 2026Confluence Wealth Services, Inc. holds $12,779,511 across 6 Insurance - Property & Casualty names. CB ranks #1 (58.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
21,741 | $7,408,028 | |
| 2 | ALL |
Allstate Corp
|
9,848 | $2,343,233 | |
| 3 | AFG |
American Financial Group Inc
|
11,880 | $1,662,487 | |
| 4 | PGR |
Progressive Corp/Oh/
|
2,758 | $602,485 | |
| 5 | TRV |
Travelers Companies, Inc.
|
1,418 | $468,110 | |
| 6 | WRB |
Berkley W R Corp
|
4,185 | $295,168 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,408,028 | 21,741 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $5,118,078 | 15,703 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,244,519 | 13,599 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,950,653 | 13,997 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,001,322 | 13,811 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,151,456 | 13,747 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,805,273 | 10,153 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $3,059,817 | 10,610 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $3,365,015 | 13,192 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $3,140,914 | 12,121 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,309,720 | 10,220 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,176,313 | 10,454 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,977,976 | 10,272 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,997,141 | 10,285 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,174,454 | 9,857 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,761,325 | 9,684 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,918,620 | 9,760 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,021,996 | 9,453 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||