KLINGENSTEIN FIELDS & CO LP

Position in CB — Chubb Ltd

CIK 859872 NEW YORK, NY

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$34,767,405

+$1,458,664 QoQ

Shares Held

102,035

-0.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#234

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

KLINGENSTEIN FIELDS & CO LP holds $38,727,271 across 3 Insurance - Property & Casualty names. CB ranks #1 (89.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	102,035	$34,767,405
2	ALL	Allstate Corp	13,331	$3,171,978
3	WTM	White Mountains Insurance Group Ltd	380	$787,888

All Filings in CB

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$34,767,405	102,035	-0.2%	Shares	Defined	2026-08-05
2026-03-31	$33,308,741	102,196	-1.5%	Shares	Defined	2026-05-13
2025-12-31	$32,379,016	103,739	-1.4%	Shares	Defined	2026-02-13
2025-09-30	$29,703,143	105,237	-0.5%	Shares	Defined	2025-11-14
2025-06-30	$30,650,637	105,794	-2.4%	Shares	Defined	2025-07-30
2025-03-31	$32,749,003	108,444	+0.2%	Shares	Defined	2025-04-28
2024-12-31	$29,905,882	108,237	-0.8%	Shares	Defined	2025-01-30
2024-09-30	$31,450,948	109,057	-0.4%	Shares	Defined	2024-10-29
2024-06-30	$27,926,923	109,483	+0.7%	Shares	Sole	2024-08-01
2024-03-31	$28,168,985	108,706	-2.4%	Shares	Defined	2024-04-29
2023-12-31	$25,177,530	111,405	+0.6%	Shares	Defined	2024-02-01
2023-09-30	$23,064,678	110,792	+0.1%	Shares	Defined	2023-10-27
2023-06-30	$21,314,850	110,692	-0.9%	Shares	Defined	2023-08-01
2023-03-31	$21,697,478	111,739	+0.3%	Shares	Defined	2023-04-28
2022-12-31	$24,565,574	111,358	-1.1%	Shares	Defined	2023-02-02
2022-09-30	$20,469,502	112,544	-0.3%	Shares	Defined	2022-10-28
2022-06-30	$22,191,719	112,889	-0.4%	Shares	Defined	2022-08-01
2022-03-31	$24,244,281	113,344	+0.8%	Shares	Defined	2022-04-27
2021-12-31	$21,740,802	112,466	+0.2%	Shares	Defined	2022-01-31
2021-09-30	$19,479,201	112,285	-0.3%	Shares	Defined	2021-10-26
2021-06-30	$17,894,418	112,586	+1.8%	Shares	Defined	2021-07-26
2021-03-31	$17,469,743	110,589	+1.4%	Shares	Defined	2021-04-29
2020-12-31	$16,792,363	109,098	+1.6%	Shares	Defined	2021-02-02
2020-09-30	$12,467,571	107,368	+2.4%	Shares	Defined	2020-10-30
2020-06-30	$13,280,411	104,884	+3.9%	Shares	Defined	2020-08-03
2020-03-31	$11,280,131	100,995	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.