Position in CB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$751,672
+$32,671 QoQ
Shares Held
2,206
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.99%
of 13F equity value
Holder Rank
#1,195
of 2,130 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 22%
Shared 0%
None 78%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Blake Schutter Theil Wealth Advisors, LLC holds $1,499,637 across 2 Insurance - Property & Casualty names. CB ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
2,206 | $751,672 | |
| 2 | CINF |
Cincinnati Financial Corp
|
4,040 | $747,965 |
All Filings in CB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,672 | 2,206 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $719,001 | 2,206 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $685,103 | 2,195 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $617,845 | 2,189 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $634,197 | 2,189 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $661,056 | 2,189 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $641,568 | 2,322 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $668,199 | 2,317 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||