Position in CB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,347,914
+$456,357 QoQ
Shares Held
15,695
+4.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#571
of 2,130 holders
Holding Since
Sep 2023
12 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, 2026LMG Wealth Partners, LLC holds $10,319,432 across 2 Insurance - Property & Casualty names. CB ranks #1 (51.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
15,695 | $5,347,914 | |
| 2 | ALL |
Allstate Corp
|
20,894 | $4,971,518 |
All Filings in CB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,347,914 | 15,695 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,891,557 | 15,008 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $4,512,630 | 14,458 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,996,377 | 14,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,065,351 | 14,032 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,184,977 | 13,858 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,358,979 | 12,157 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,317,926 | 11,505 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,683,186 | 10,519 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $482,500 | 1,862 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $411,998 | 1,823 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $347,660 | 1,670 | Shares | Sole | 2023-10-16 | |
| No filing history on record for this holder in this stock. | ||||||