Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$576,872
+$193,253 QoQ
Shares Held
1,693
+43.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#1,312
of 2,131 holders
Holding Since
Mar 2024
9 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, 2026FIDUCIARY FAMILY OFFICE, LLC holds $1,646,888 across 2 Insurance - Property & Casualty names. CB ranks #2 (35.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
4,497 | $1,070,016 | |
| 2 | CB |
Chubb Ltd
This page
|
1,693 | $576,872 |
All Filings in CB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $576,872 | 1,693 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $383,619 | 1,177 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $312,120 | 1,000 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $275,193 | 975 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $340,421 | 1,175 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $241,592 | 800 | Shares | Sole | 2025-05-12 | |
| 2024-09-30 | $257,820 | 894 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $236,714 | 928 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $300,072 | 1,158 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||