Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$413,317
+$11,120 QoQ
Shares Held
1,213
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,459
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Discipline Wealth Solutions, LLC holds $805,442 across 2 Insurance - Property & Casualty names. CB ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,213 | $413,317 | |
| 2 | ALL |
Allstate Corp
|
1,648 | $392,125 |
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $413,317 | 1,213 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $402,197 | 1,234 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $385,156 | 1,234 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $340,393 | 1,206 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $349,402 | 1,206 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $364,199 | 1,206 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $333,217 | 1,206 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $347,798 | 1,206 | Shares | Sole | 2024-11-19 | |
| No filing history on record for this holder in this stock. | ||||||