Atlantic Edge Private Wealth Management, LLC
Position in CB — Chubb Ltd
CIK 2011145
JACKSONVILLE, FL
Position in CB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$19,081
+$829 QoQ
Shares Held
56
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,030
of 2,131 holders
Holding Since
Sep 2024
8 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, 2026Atlantic Edge Private Wealth Management, LLC holds $4,146,203 across 5 Insurance - Property & Casualty names. CB ranks #3 (0.5% of the industry book) .
All Filings in CB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,081 | 56 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $18,252 | 56 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $17,478 | 56 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $15,806 | 56 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $16,224 | 56 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,911 | 56 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $15,472 | 56 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $16,149 | 56 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||