Position in CB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$28,962
-$2,001 QoQ
Shares Held
85
-10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,994
of 2,131 holders
Holding Since
Mar 2025
6 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, 2026Nova Wealth Management, Inc. holds $65,275 across 2 Insurance - Property & Casualty names. CB ranks #2 (44.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
110 | $36,313 | |
| 2 | CB |
Chubb Ltd
This page
|
85 | $28,962 |
All Filings in CB
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,962 | 85 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $30,963 | 95 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $27,154 | 87 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $30,200 | 107 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $35,056 | 121 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $47,110 | 156 | Shares | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||