Position in CB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$361,184
-$272 QoQ
Shares Held
1,060
-4.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,522
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, 2026RFG - Bristol Wealth Advisors, LLC holds $1,853,326 across 2 Insurance - Property & Casualty names. CB ranks #2 (19.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
4,520 | $1,492,142 | |
| 2 | CB |
Chubb Ltd
This page
|
1,060 | $361,184 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,184 | 1,060 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $361,456 | 1,109 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $367,365 | 1,177 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $338,417 | 1,199 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $347,084 | 1,198 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $361,482 | 1,197 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $330,454 | 1,196 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||