Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$504,635
-$1,208 QoQ
Shares Held
1,481
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,368
of 2,131 holders
Holding Since
Jun 2025
5 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, 2026Ethos Financial Group, LLC holds $1,074,752 across 2 Insurance - Property & Casualty names. CB ranks #2 (47.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,727 | $570,117 | |
| 2 | CB |
Chubb Ltd
This page
|
1,481 | $504,635 |
All Filings in CB
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $504,635 | 1,481 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $505,843 | 1,552 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $335,841 | 1,076 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $436,358 | 1,546 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,103,543 | 3,809 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||