Position in CB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,923,764
+$470,630 QoQ
Shares Held
17,385
+3.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.21%
of 13F equity value
Holder Rank
#540
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, 2026Tulsa Wealth Advisors, INC holds $7,320,233 across 2 Insurance - Property & Casualty names. CB ranks #1 (80.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CB |
Chubb Ltd
This page
|
17,385 | $5,923,764 | |
| 2 | ALL |
Allstate Corp
|
5,869 | $1,396,469 |
All Filings in CB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,923,764 | 17,385 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,453,134 | 16,731 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||