Position in CB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,565,018
+$115,934 QoQ
Shares Held
4,593
+3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#949
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026BKM Wealth Management, LLC holds $1,898,270 across 2 Insurance - Property & Casualty names. CB ranks #1 (82.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,593 | $1,565,018 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,800 | $333,252 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,565,018 | 4,593 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,449,084 | 4,446 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,492,557 | 4,782 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,084,134 | 7,384 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,096,124 | 7,235 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,252,845 | 7,460 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,875,800 | 6,789 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $1,981,239 | 6,870 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,652,408 | 6,478 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,510,727 | 5,830 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,240,062 | 5,487 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||