Position in CB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$208,192
New position
Shares Held
611
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,812
of 2,131 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 11%
Shared 0%
None 89%
Position in Insurance - Property & Casualty
Financial Services · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $577,474 across 2 Insurance - Property & Casualty names. CB ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
1,552 | $369,282 | |
| 2 | CB |
Chubb Ltd
This page
|
611 | $208,192 |
All Filings in CB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,192 | 611 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||