Position in CB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$5,770,772
+$405,965 QoQ
Shares Held
16,936
+2.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.39%
of 13F equity value
Holder Rank
#547
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026Stonebridge Financial Group, LLC holds $6,001,525 across 2 Insurance - Property & Casualty names. CB ranks #1 (96.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
16,936 | $5,770,772 | |
| 2 | TRV |
Travelers Companies, Inc.
|
699 | $230,753 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,770,772 | 16,936 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,364,807 | 16,460 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $5,049,477 | 16,178 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,456,727 | 15,790 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $4,526,295 | 15,623 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $4,666,651 | 15,453 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,188,431 | 15,159 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||