Position in CB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,022,220
+$63,660 QoQ
Shares Held
3,000
+2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,086
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 31%
Shared 0%
None 69%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Canopy Partners, LLC holds $1,239,459 across 2 Insurance - Property & Casualty names. CB ranks #1 (82.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
3,000 | $1,022,220 | |
| 2 | ALL |
Allstate Corp
|
913 | $217,239 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,022,220 | 3,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $958,560 | 2,941 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $921,378 | 2,952 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $783,808 | 2,777 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $815,561 | 2,815 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,464,047 | 4,848 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,331,213 | 4,818 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $714,630 | 2,478 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $638,465 | 2,503 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $668,037 | 2,578 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $518,218 | 2,293 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||