Position in CB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$248,399
+$2,648 QoQ
Shares Held
729
-3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,719
of 2,131 holders
Holding Since
Sep 2024
7 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, 2026WEATHERLY ASSET MANAGEMENT L. P. holds $1,751,703 across 2 Insurance - Property & Casualty names. CB ranks #2 (14.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALL |
Allstate Corp
|
6,318 | $1,503,304 | |
| 2 | CB |
Chubb Ltd
This page
|
729 | $248,399 |
All Filings in CB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,399 | 729 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $245,751 | 754 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $235,338 | 754 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $212,816 | 754 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $218,448 | 754 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $223,472 | 740 | Shares | Sole | 2025-05-01 | |
| 2024-09-30 | $233,307 | 809 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||