BAR HARBOR WEALTH MANAGEMENT

Position in CB — Chubb Ltd

CIK 1035463 CONCORD, NH

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$6,611,037

+$265,832 QoQ

Shares Held

19,402

-0.3% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.59%

of 13F equity value

Holder Rank

#516

of 2,131 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BAR HARBOR WEALTH MANAGEMENT holds $8,275,457 across 5 Insurance - Property & Casualty names. CB ranks #1 (79.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	19,402	$6,611,037
2	PGR	Progressive Corp/Oh/	2,668	$582,824
3	TRV	Travelers Companies, Inc.	1,627	$537,105
4	THG	Hanover Insurance Group, Inc.	1,305	$279,426
5	ALL	Allstate Corp	1,114	$265,065

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,611,037	19,402	-0.3%	Shares	Defined	2026-07-15
2026-03-31	$6,345,205	19,468	-3.3%	Shares	Defined	2026-04-17
2025-12-31	$6,282,975	20,130	-1.6%	Shares	Defined	2026-01-22
2025-09-30	$5,774,835	20,460	-1.2%	Shares	Defined	2025-10-15
2025-06-30	$5,999,232	20,707	-3.3%	Shares	Defined	2025-07-23
2025-03-31	$6,465,907	21,411	+0.0%	Shares	Defined	2025-04-16
2024-12-31	$5,913,372	21,402	+0.7%	Shares	Defined	2025-01-13
2024-09-30	$6,130,017	21,256	-1.3%	Shares	Defined	2024-10-16
2024-06-30	$5,490,852	21,526	-3.6%	Shares	Defined	2024-07-17
2024-03-31	$5,786,632	22,331	+1.0%	Shares	Defined	2024-04-24
2023-12-31	$4,997,538	22,113	+2.2%	Shares	Defined	2024-01-17
2023-09-30	$4,504,390	21,637	-1.9%	Shares	Defined	2023-11-28
2023-06-30	$4,247,488	22,058	+3.3%	Shares	Defined	2023-08-09
2023-03-31	$4,148,073	21,362	-1.1%	Shares	Defined	2023-04-24
2022-12-31	$4,763,636	21,594	+1.2%	Shares	Defined	2023-06-09
2022-09-30	$3,879,682	21,331	+3.8%	Shares	Defined	2022-10-24
2022-06-30	$4,040,112	20,552	+258.6%	Shares	Defined	2022-08-12
2022-03-31	$1,225,860	5,731	+274.8%	Shares	Defined	2022-04-14
2021-12-31	$295,570	1,529	-2.2%	Shares	Defined	2022-01-28
2021-09-30	$271,322	1,564	+2.3%	Shares	Defined	2021-11-15
2021-06-30	$243,019	1,529	0.0%	Shares	Defined	2021-08-11
2021-03-31	$241,536	1,529	0.0%	Shares	Defined	2021-05-06
2020-12-31	$235,343	1,529	—	Shares	Defined	2021-02-09
No filing history on record for this holder in this stock.