Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,229,874
+$138,103 QoQ
Shares Held
9,479
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#711
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026VISTA INVESTMENT PARTNERS II, LLC holds $3,482,960 across 2 Insurance - Property & Casualty names. CB ranks #1 (92.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
9,479 | $3,229,874 | |
| 2 | CINF |
Cincinnati Financial Corp
|
1,367 | $253,086 |
All Filings in CB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,229,874 | 9,479 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,091,771 | 9,486 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,911,455 | 9,328 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $2,574,402 | 9,121 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,612,115 | 9,016 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,716,702 | 8,996 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,441,939 | 8,838 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||