Welch & Forbes LLC

Position in CB — Chubb Ltd

CIK 105495 Boston, MA

Back to CB Full portfolio

Position in CB

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

Position Value

$131,117,774

+$5,062,391 QoQ

Shares Held

384,803

-0.5% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

1.75%

of 13F equity value

Holder Rank

#110

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Welch & Forbes LLC holds $141,430,081 across 4 Insurance - Property & Casualty names. CB ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	384,803	$131,117,774
2	PGR	Progressive Corp/Oh/	36,005	$7,865,292
3	ALL	Allstate Corp	6,645	$1,581,111
4	TRV	Travelers Companies, Inc.	2,623	$865,904

All Filings in CB

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$131,117,774	384,803	-0.5%	Shares	Sole	2026-07-30
2026-03-31	$126,055,383	386,756	-1.8%	Shares	Sole	2026-05-01
2025-12-31	$122,961,234	393,955	-1.1%	Shares	Sole	2026-02-10
2025-09-30	$112,459,690	398,440	-0.7%	Shares	Sole	2025-11-04
2025-06-30	$116,284,336	401,368	-0.7%	Shares	Sole	2025-08-05
2025-03-31	$122,112,374	404,359	-0.4%	Shares	Sole	2025-05-02
2024-12-31	$112,140,499	405,865	-0.5%	Shares	Sole	2025-02-07
2024-09-30	$117,663,696	408,002	-0.4%	Shares	Sole	2024-11-04
2024-06-30	$104,465,208	409,539	-1.1%	Shares	Sole	2024-08-02
2024-03-31	$107,268,418	413,956	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$93,977,128	415,828	-0.3%	Shares	Sole	2024-02-06
2023-09-30	$86,795,238	416,924	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$79,792,050	414,375	+0.4%	Shares	Sole	2023-07-28
2023-03-31	$80,180,805	412,920	+1.1%	Shares	Sole	2023-04-14
2022-12-31	$90,120,615	408,525	-0.5%	Shares	Sole	2023-02-02
2022-09-30	$74,647,189	410,420	+0.6%	Shares	Sole	2022-10-31
2022-06-30	$80,214,862	408,052	+1.1%	Shares	Sole	2022-07-22
2022-03-31	$86,337,954	403,637	+2.0%	Shares	Sole	2022-04-25
2021-12-31	$76,499,339	395,734	+1.6%	Shares	Sole	2022-01-19
2021-09-30	$67,603,247	389,689	+2.5%	Shares	Sole	2021-10-13
2021-06-30	$60,424,219	380,170	+1.9%	Shares	Sole	2021-07-22
2021-03-31	$58,934,341	373,073	+3.7%	Shares	Other	2021-04-14
2020-12-31	$55,396,269	359,903	-0.3%	Shares	Other	2021-01-20
2020-09-30	$41,923,500	361,036	+4.1%	Shares	Sole	2020-10-23
2020-06-30	$43,895,861	346,674	+1.0%	Shares	Sole	2020-07-15
2020-03-31	$38,327,763	343,162	—	Shares	Other	2020-04-17
No filing history on record for this holder in this stock.