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Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

CB holding history

Chubb Ltd in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CB overviewAll 13F holders of CBFull Q2 2026 holdings

Shares (Q2 2026)
4,845
Value
$1.65M
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of CB by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,845$1.65M<0.1%−227−4.5%ReducedHolders
Q1 20265,072$1.65M0.1%−2,314−31.3%ReducedHolders
Q4 20257,386$2.31M0.1%−285−3.7%ReducedHolders
Q3 20257,671$2.17M0.1%−103−1.3%ReducedHolders
Q2 20257,774$2.25M0.1%−403−4.9%ReducedHolders
Q1 20258,177$2.47M0.1%−189−2.3%ReducedHolders
Q4 20248,366$2.31M0.1%+625+8.1%AddedHolders
Q3 20247,741$2.23M0.1%+50+0.7%AddedHolders
Q2 20247,691$1.96M0.1%−70−0.9%ReducedHolders
Q1 20247,761$2.01M0.1%−18,426−70.4%ReducedHolders
Q4 202326,187$5.92M0.2%+20,003+323.5%AddedHolders
Q3 20236,184$1.29M0.1%−60−1.0%ReducedHolders
Q2 20236,244$1.20M0.1%−49−0.8%ReducedHolders
Q1 20236,293$1.22M0.1%+145+2.4%AddedHolders
Q4 20226,148$1.36M0.1%+6,148NewHolders