Position in CB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,552,070
+$44,970 QoQ
Shares Held
4,555
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#952
of 2,131 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, 2026LAUREL OAK WEALTH MANAGEMENT, LLC holds $1,752,782 across 2 Insurance - Property & Casualty names. CB ranks #1 (88.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
4,555 | $1,552,070 | |
| 2 | TRV |
Travelers Companies, Inc.
|
608 | $200,712 |
All Filings in CB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,552,070 | 4,555 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,507,100 | 4,624 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,447,924 | 4,639 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||