Position in CB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,264,307
+$2,189,624 QoQ
Shares Held
24,254
+30.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#468
of 2,131 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026KKM Financial LLC holds $11,027,411 across 2 Insurance - Property & Casualty names. CB ranks #1 (74.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
24,254 | $8,264,307 | |
| 2 | TRV |
Travelers Companies, Inc.
|
8,370 | $2,763,104 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,264,307 | 24,254 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,074,683 | 18,638 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,817,292 | 18,638 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,501,040 | 15,947 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,756,799 | 12,967 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,042,851 | 10,076 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,834,838 | 10,260 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,820,454 | 9,780 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,337,808 | 9,165 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,352,900 | 9,080 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,798,508 | 7,958 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||