Position in CB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$582,665
+$12,288 QoQ
Shares Held
1,710
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.94%
of 13F equity value
Holder Rank
#1,304
of 2,130 holders
Holding Since
Mar 2026
2 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, 2026Wagner Wealth Management, Corp holds $1,106,055 across 2 Insurance - Property & Casualty names. CB ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
1,710 | $582,665 | |
| 2 | CINF |
Cincinnati Financial Corp
|
2,827 | $523,390 |
All Filings in CB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,665 | 1,710 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $570,377 | 1,750 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||