Position in CB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,185,434
+$219,053 QoQ
Shares Held
3,479
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#1,026
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 84%
Shared 16%
None 0%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Atlas Legacy Advisors, LLC holds $5,956,130 across 2 Insurance - Property & Casualty names. CB ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
20,050 | $4,770,696 | |
| 2 | CB |
Chubb Ltd
This page
|
3,479 | $1,185,434 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,185,434 | 3,479 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $966,381 | 2,965 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $1,097,413 | 3,516 | Shares | Other | 2026-01-29 | |
| 2025-09-30 | $797,073 | 2,824 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $942,459 | 3,253 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $723,568 | 2,396 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $872,555 | 3,158 | Shares | Sole | 2025-01-31 | |
| No filing history on record for this holder in this stock. | ||||||