Position in CB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,625,670
+$70,658 QoQ
Shares Held
4,771
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#931
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, 2026Arista Wealth Management, LLC holds $2,416,582 across 2 Insurance - Property & Casualty names. CB ranks #1 (67.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,771 | $1,625,670 | |
| 2 | ALL |
Allstate Corp
|
3,324 | $790,912 |
All Filings in CB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,625,670 | 4,771 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,555,012 | 4,771 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,489,124 | 4,771 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,346,614 | 4,771 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,382,254 | 4,771 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||