BRADLEY FOSTER & SARGENT INC/CT

Position in CB — Chubb Ltd

CIK 1015086 HARTFORD, CT

Position in CB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$28,535,171

+$414,408 QoQ

Shares Held

87,550

-2.8% QoQ

Ownership

0.023%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 63% Shared 0% None 37%

Financial Services · as of Mar 31, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $46,339,678 across 8 Insurance - Property & Casualty names. CB ranks #1 (61.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	87,550	$28,535,171
2	TRV	Travelers Companies, Inc.	37,867	$11,045,046
3	WTM	White Mountains Insurance Group Ltd	2,002	$4,398,313
4	PGR	Progressive Corp/Oh/	3,243	$642,892
5	WRB	Berkley W R Corp	9,335	$618,723
6	ALL	Allstate Corp	2,640	$547,377
7	CINF	Cincinnati Financial Corp	1,763	$277,408
8	L	Loews Corp	2,574	$274,748

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,535,171	87,550	-2.8%	Shares	Sole	2026-05-15
2025-12-31	$28,120,763	90,096	-2.5%	Shares	Sole	2026-02-12
2025-09-30	$26,090,907	92,439	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$26,966,558	93,078	+1.3%	Shares	Sole	2025-08-11
2025-03-31	$27,757,712	91,916	-5.4%	Shares	Sole	2025-05-13
2024-12-31	$26,838,676	97,136	-0.0%	Shares	Sole	2025-02-03
2024-09-30	$28,026,028	97,181	+2.1%	Shares	Sole	2024-11-04
2024-06-30	$24,288,462	95,219	-0.6%	Shares	Sole	2024-08-09
2024-03-31	$24,813,770	95,758	-2.4%	Shares	Sole	2024-05-15
2023-12-31	$22,183,708	98,158	+1.3%	Shares	Sole	2024-02-14
2023-09-30	$20,167,229	96,874	0.0%	Shares	Sole	2023-11-13
2023-06-30	$18,654,057	96,874	+49.8%	Shares	Sole	2023-08-08
2023-03-31	$12,559,950	64,682	+5.4%	Shares	Sole	2023-05-08
2022-12-31	$13,537,780	61,368	+0.1%	Shares	Sole	2023-02-14
2022-09-30	$11,149,425	61,301	+1.4%	Shares	Sole	2022-11-14
2022-06-30	$11,889,158	60,480	+0.4%	Shares	Sole	2022-08-11
2022-03-31	$12,885,549	60,241	-1.2%	Shares	Sole	2022-05-16
2021-12-31	$11,785,530	60,967	-0.6%	Shares	Sole	2022-03-11
2021-09-30	$10,635,538	61,307	-5.1%	Shares	Sole	2021-11-10
2021-06-30	$10,271,497	64,625	+1.2%	Shares	Sole	2021-08-19
2021-03-31	$10,088,438	63,863	-10.0%	Shares	Sole	2021-04-26
2020-12-31	$10,918,007	70,933	-5.7%	Shares	Sole	2021-02-11
2020-09-30	$8,731,991	75,198	-44.8%	Shares	Sole	2020-10-26
2020-03-31	$15,201,679	136,106	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.