Position in CB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,714,944
New position
Shares Held
5,033
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
1.20%
of 13F equity value
Holder Rank
#915
of 2,130 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, 2026SECURED RETIREMENT ADVISORS, LLC holds $1,714,944 across 1 Insurance - Property & Casualty name. CB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
5,033 | $1,714,944 |
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,714,944 | 5,033 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||