Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,942,361
+$232,952 QoQ
Shares Held
11,570
+1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#655
of 2,131 holders
Holding Since
Dec 2024
7 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, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $4,606,892 across 2 Insurance - Property & Casualty names. CB ranks #1 (85.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
11,570 | $3,942,361 | |
| 2 | TRV |
Travelers Companies, Inc.
|
2,013 | $664,531 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,942,361 | 11,570 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,709,409 | 11,381 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $4,233,907 | 13,565 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,129,317 | 14,630 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,509,781 | 15,566 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,529,850 | 15,000 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,321,608 | 15,641 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||