Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$416,725
-$68,258 QoQ
Shares Held
1,223
-17.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,453
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026WETZEL INVESTMENT ADVISORS, INC. holds $1,075,342 across 2 Insurance - Property & Casualty names. CB ranks #2 (38.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
2,768 | $658,617 | |
| 2 | CB |
Chubb Ltd
This page
|
1,223 | $416,725 |
All Filings in CB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $416,725 | 1,223 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $484,983 | 1,488 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $514,061 | 1,647 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $477,002 | 1,690 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $493,972 | 1,705 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $556,567 | 1,843 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $515,299 | 1,865 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $537,847 | 1,865 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $464,755 | 1,822 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $472,134 | 1,822 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $407,930 | 1,805 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||