Position in CB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$315,184
+$19,566 QoQ
Shares Held
925
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,585
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, 2026Asset One Wealth Management LLC holds $695,276 across 2 Insurance - Property & Casualty names. CB ranks #2 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
2,053 | $380,092 | |
| 2 | CB |
Chubb Ltd
This page
|
925 | $315,184 |
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $315,184 | 925 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $295,618 | 907 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||