Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$272,592
+$767 QoQ
Shares Held
800
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,673
of 2,131 holders
Holding Since
Sep 2024
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, 2026Balboa Wealth Partners holds $874,070 across 2 Insurance - Property & Casualty names. CB ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,822 | $601,478 | |
| 2 | CB |
Chubb Ltd
This page
|
800 | $272,592 |
All Filings in CB
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,592 | 800 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $271,825 | 834 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $259,995 | 833 | Shares | Sole | 2026-01-16 | |
| 2024-09-30 | $258,974 | 898 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||