Avantax Planning Partners, Inc.

Position in CB — Chubb Ltd

CIK 1005441 DUBUQUE, IA

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$289,629

+$12,589 QoQ

Shares Held

850

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,638

of 2,131 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,953,025 across 5 Insurance - Property & Casualty names. CB ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	2,540	$604,367
2	TRV	Travelers Companies, Inc.	1,735	$572,758
3	CB	Chubb Ltd This page	850	$289,629
4	ORI	Old Republic International Corp	6,934	$283,739
5	L	Loews Corp	1,789	$202,532

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$289,629	850	0.0%	Shares	Sole	2026-07-28
2026-03-31	$277,040	850	+5.5%	Shares	Sole	2026-05-04
2025-12-31	$251,568	806	+3.2%	Shares	Sole	2026-02-05
2025-09-30	$220,437	781	0.0%	Shares	Sole	2025-10-31
2025-06-30	$226,271	781	-0.3%	Shares	Sole	2025-08-11
2025-03-31	$236,458	783	+5.1%	Shares	Sole	2025-04-29
2024-12-31	$205,843	745	-4.7%	Shares	Sole	2025-02-07
2024-09-30	$225,520	782	-8.1%	Shares	Sole	2024-11-14
2024-06-30	$217,073	851	-43.1%	Shares	Sole	2024-08-09
2023-06-30	$287,877	1,495	0.0%	Shares	Sole	2023-07-18
2023-03-31	$290,299	1,495	0.0%	Shares	Sole	2023-04-21
2022-12-31	$329,797	1,495	-5.1%	Shares	Sole	2023-02-10
2022-09-30	$286,461	1,575	+22.4%	Shares	Sole	2022-10-14
2022-06-30	$252,998	1,287	-11.2%	Shares	Sole	2022-07-18
2022-03-31	$310,155	1,450	-1.7%	Shares	Sole	2022-05-09
2021-12-31	$285,132	1,475	-26.8%	Shares	Sole	2022-01-28
2021-09-30	$349,562	2,015	+36.6%	Shares	Sole	2021-10-27
2021-06-30	$234,436	1,475	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.