Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,075,375
-$99,928 QoQ
Shares Held
3,156
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,062
of 2,131 holders
Holding Since
Dec 2023
8 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, 2026Invera Wealth Advisors, LLC holds $2,784,735 across 2 Insurance - Property & Casualty names. CB ranks #2 (38.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
7,184 | $1,709,360 | |
| 2 | CB |
Chubb Ltd
This page
|
3,156 | $1,075,375 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075,375 | 3,156 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,175,303 | 3,606 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,155,468 | 3,702 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,068,598 | 3,786 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,098,618 | 3,792 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $1,152,091 | 3,815 | Shares | Sole | 2025-10-29 | |
| 2024-03-31 | $1,019,935 | 3,936 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $933,154 | 4,129 | Shares | Sole | 2024-04-22 | |
| No filing history on record for this holder in this stock. | ||||||