Position in CB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$461,702
New position
Shares Held
1,355
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.82%
of 13F equity value
Holder Rank
#1,402
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Sterling Wealth Management, Inc. holds $712,014 across 2 Insurance - Property & Casualty names. CB ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,355 | $461,702 | |
| 2 | ALL |
Allstate Corp
|
1,052 | $250,312 |
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,702 | 1,355 | Shares | Sole | 2026-07-30 | |
| No filing history on record for this holder in this stock. | ||||||