Position in CB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$136,296
+$5,924 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,843
of 2,106 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $139,338 across 9 Insurance - Property & Casualty names. CB ranks #1 (97.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
400 | $136,296 | |
| 2 | PLMR |
Palomar Holdings, Inc.
|
6 | $758 | |
| 3 | SAFT |
Safety Insurance Group Inc
|
10 | $748 | |
| 4 | STC |
Stewart Information Services Corp
|
7 | $462 | |
| 5 | HCI |
HCI Group, Inc.
|
2 | $350 | |
| 6 | MCY |
Mercury General Corp
|
2 | $213 | |
| 7 | HMN |
Horace Mann Educators Corp /De/
|
4 | $206 | |
| 8 | UFCS |
United Fire Group Inc
|
3 | $157 |
All Filings in CB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,296 | 400 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $130,372 | 400 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $124,848 | 400 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||