Position in CB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$69,510
+$11,931 QoQ
Shares Held
204
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,919
of 2,131 holders
Holding Since
Sep 2024
5 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, 2026Alpine Bank Wealth Management holds $876,197 across 10 Insurance - Property & Casualty names. CB ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
1,380 | $455,565 | |
| 2 | ALL |
Allstate Corp
|
814 | $193,683 | |
| 3 | CB |
Chubb Ltd
This page
|
204 | $69,510 | |
| 4 | CINF |
Cincinnati Financial Corp
|
200 | $37,028 | |
| 5 | CNA |
Cna Financial Corp
|
540 | $26,249 | |
| 6 | THG |
Hanover Insurance Group, Inc.
|
122 | $26,122 | |
| 7 | AFG |
American Financial Group Inc
|
185 | $25,888 | |
| 8 | ORI |
Old Republic International Corp
|
627 | $25,656 |
All Filings in CB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,510 | 204 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $57,579 | 204 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $88,074 | 304 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $91,804 | 304 | Shares | Sole | 2025-04-23 | |
| 2024-09-30 | $135,542 | 470 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||