Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$68,148
+$2,962 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,924
of 2,131 holders
Holding Since
Dec 2023
10 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, 2026Olistico Wealth, LLC holds $146,192 across 2 Insurance - Property & Casualty names. CB ranks #2 (46.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
328 | $78,044 | |
| 2 | CB |
Chubb Ltd
This page
|
200 | $68,148 |
All Filings in CB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,148 | 200 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $65,186 | 200 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $62,424 | 200 | Shares | Sole | 2026-01-13 | |
| 2025-06-30 | $57,944 | 200 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $328,867 | 1,089 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $300,890 | 1,089 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $314,056 | 1,089 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $226,766 | 889 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $230,366 | 889 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $200,914 | 889 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||