Position in CB
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$91,912
+$3,895 QoQ
Shares Held
282
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 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 Mar 31, 2026Horizons Wealth Management holds $328,756 across 2 Insurance - Property & Casualty names. CB ranks #2 (28.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
812 | $236,844 | |
| 2 | CB |
Chubb Ltd
This page
|
282 | $91,912 |
All Filings in CB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $91,912 | 282 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $88,017 | 282 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $79,594 | 282 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $81,701 | 282 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $85,161 | 282 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $77,916 | 282 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $81,325 | 282 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $71,932 | 282 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $73,074 | 282 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $63,732 | 282 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $58,706 | 282 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $54,301 | 282 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $54,758 | 282 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $62,209 | 282 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $5,638 | 31 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $6,093 | 31 | Shares | Sole | 2022-08-19 | |
| No filing history on record for this holder in this stock. | ||||||