Position in CB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$294,058
+$10,499 QoQ
Shares Held
863
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,628
of 2,131 holders
Holding Since
Mar 2026
2 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, 2026Spartan Wealth Advisory Services LLC holds $2,252,990 across 2 Insurance - Property & Casualty names. CB ranks #2 (13.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRV |
Travelers Companies, Inc.
|
5,934 | $1,958,932 | |
| 2 | CB |
Chubb Ltd
This page
|
863 | $294,058 |
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $294,058 | 863 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $283,559 | 870 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||