Comprehensive Financial Consultants Institutional, Inc.
Position in CB — Chubb Ltd
CIK 1915714
Bloomington, IN
Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$5,538,047
+$169,654 QoQ
Shares Held
16,253
-1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#560
of 2,130 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Comprehensive Financial Consultants Institutional, Inc. holds $8,772,365 across 2 Insurance - Property & Casualty names. CB ranks #1 (63.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
16,253 | $5,538,047 | |
| 2 | ALL |
Allstate Corp
|
13,593 | $3,234,318 |
All Filings in CB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,538,047 | 16,253 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $5,368,393 | 16,471 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,213,964 | 16,705 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $4,756,477 | 16,852 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $4,706,791 | 16,246 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $4,974,681 | 16,473 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,466,942 | 16,167 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,664,419 | 16,174 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $4,076,943 | 15,983 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $3,880,471 | 14,975 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,369,208 | 14,908 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,021,940 | 14,516 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,599,752 | 13,501 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $2,512,106 | 12,937 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,775,809 | 12,583 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $2,422,823 | 13,321 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,444,865 | 12,437 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,671,611 | 12,490 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||