Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$223,866
+$9,730 QoQ
Shares Held
657
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,776
of 2,131 holders
Holding Since
Sep 2024
6 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, 2026Rockline Wealth Management, LLC holds $481,317 across 2 Insurance - Property & Casualty names. CB ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,082 | $257,451 | |
| 2 | CB |
Chubb Ltd
This page
|
657 | $223,866 |
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,866 | 657 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $214,136 | 657 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $205,062 | 657 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $228,304 | 756 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $208,882 | 756 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $218,022 | 756 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||