Position in CB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$229,318
+$9,968 QoQ
Shares Held
673
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#1,761
of 2,131 holders
Holding Since
Mar 2022
17 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, 2026SMITH SHELLNUT WILSON LLC /ADV holds $638,477 across 2 Insurance - Property & Casualty names. CB ranks #2 (35.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CINF |
Cincinnati Financial Corp
|
2,210 | $409,159 | |
| 2 | CB |
Chubb Ltd
This page
|
673 | $229,318 |
All Filings in CB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,318 | 673 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $219,350 | 673 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $210,056 | 673 | Shares | Sole | 2026-08-03 | |
| 2025-06-30 | $202,804 | 700 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $353,630 | 1,171 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $323,547 | 1,171 | Shares | Sole | 2025-03-04 | |
| 2024-09-30 | $347,509 | 1,205 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $302,269 | 1,185 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $307,069 | 1,185 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $267,810 | 1,185 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $246,693 | 1,185 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $228,183 | 1,185 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $232,821 | 1,199 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $264,499 | 1,199 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $214,800 | 1,181 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $212,896 | 1,083 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $217,108 | 1,015 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||