Keyes, Stange & Wooten Wealth Management, LLC
Position in CB — Chubb Ltd
CIK 2011352
Daytona Beach, FL
Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$918,635
+$27,543 QoQ
Shares Held
2,696
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.41%
of 13F equity value
Holder Rank
#1,117
of 2,131 holders
Holding Since
Dec 2023
11 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, 2026Keyes, Stange & Wooten Wealth Management, LLC holds $1,186,793 across 2 Insurance - Property & Casualty names. CB ranks #1 (77.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,696 | $918,635 | |
| 2 | ALL |
Allstate Corp
|
1,127 | $268,158 |
All Filings in CB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $918,635 | 2,696 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $891,092 | 2,734 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $866,445 | 2,776 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $809,493 | 2,868 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $837,290 | 2,890 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $907,781 | 3,006 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $826,689 | 2,992 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $861,997 | 2,989 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $907,064 | 3,556 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $973,551 | 3,757 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $861,512 | 3,812 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||