Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$57,585
+$2,829 QoQ
Shares Held
169
+0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,936
of 2,131 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CB Over Time
Shares Held
Position Value (USD)
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026Marshall & Sterling Wealth Advisors Inc. holds $92,562 across 2 Insurance - Property & Casualty names. CB ranks #1 (62.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
169 | $57,585 | |
| 2 | ALL |
Allstate Corp
|
147 | $34,977 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,585 | 169 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $54,756 | 168 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $52,436 | 168 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $49,110 | 174 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $50,121 | 173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $51,940 | 172 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $45,865 | 166 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||