ALBION FINANCIAL GROUP /UT

Position in CB — Chubb Ltd

CIK 1054677 SALT LAKE CITY, UT

Position in CB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$79,051

+$25,599 QoQ

Shares Held

232

+41.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,902

of 2,130 holders

Holding Since

Dec 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $572,094 across 7 Insurance - Property & Casualty names. CB ranks #4 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	1,137	$248,377
2	ALL	Allstate Corp	552	$131,342
3	TRV	Travelers Companies, Inc.	324	$106,958
4	CB	Chubb Ltd This page	232	$79,051
5	CINF	Cincinnati Financial Corp	23	$4,258
6	KNSL	Kinsale Capital Group, Inc.	6	$1,978
7	LMND	Lemonade, Inc.	2	$130

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$79,051	232	+41.5%	Shares	Sole	2026-07-22
2026-03-31	$53,452	164	-8.4%	Shares	Sole	2026-04-27
2025-12-31	$55,869	179	+2.9%	Shares	Sole	2026-01-21
2025-09-30	$49,111	174	+20.8%	Shares	Sole	2025-10-20
2025-06-30	$41,719	144	0.0%	Shares	Sole	2025-07-17
2025-03-31	$43,486	144	-19.6%	Shares	Sole	2025-04-25
2024-12-31	$49,457	179	+411.4%	Shares	Sole	2025-01-17
2024-09-30	$10,093	35	0.0%	Shares	Sole	2024-10-09
2024-06-30	$8,927	35	0.0%	Shares	Sole	2024-07-10
2024-03-31	$9,069	35	+20.7%	Shares	Sole	2024-04-19
2023-12-31	$6,554	29	+383.3%	Shares	Sole	2024-01-26
2023-09-30	$1,249	6	-40.0%	Shares	Sole	2023-11-01
2022-03-31	$2,139	10	0.0%	Shares	Sole	2022-05-09
2021-12-31	$1,933	10	0.0%	Shares	Sole	2022-02-15
2021-09-30	$1,734	10	0.0%	Shares	Sole	2021-10-19
2021-06-30	$1,589	10	0.0%	Shares	Sole	2021-08-12
2020-12-31	$1,539	10	—	Shares	Sole	2021-02-19
No filing history on record for this holder in this stock.