ZACKS INVESTMENT MANAGEMENT

Position in CB — Chubb Ltd

CIK 1086483 Chicago, IL

Position in CB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$437,510

+$73,447 QoQ

Shares Held

1,284

+15.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,432

of 2,138 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ZACKS INVESTMENT MANAGEMENT holds $64,229,723 across 9 Insurance - Property & Casualty names. CB ranks #8 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	333,691	$23,535,226
2	AIZ	Assurant, Inc.	71,968	$19,325,567
3	ALL	Allstate Corp	34,358	$8,175,142
4	UFCS	United Fire Group Inc	103,681	$5,437,031
5	MCY	Mercury General Corp	30,351	$3,236,023
6	LMND	Lemonade, Inc.	47,477	$3,088,378
7	ORI	Old Republic International Corp	15,341	$627,753
8	CB	Chubb Ltd This page	1,284	$437,510

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$437,510	1,284	+15.0%	Shares	Sole	2026-08-13
2026-03-31	$364,063	1,117	+2.1%	Shares	Sole	2026-05-14
2025-12-31	$341,459	1,094	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$313,862	1,112	+19.3%	Shares	Sole	2025-11-14
2025-06-30	$270,019	932	+4.6%	Shares	Sole	2025-08-12
2025-03-31	$269,073	891	+20.6%	Shares	Sole	2025-05-14
2024-12-31	$204,185	739	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$212,831	738	-30.5%	Shares	Sole	2024-11-14
2023-06-30	$204,498	1,062	-8.3%	Shares	Sole	2023-08-15
2023-03-31	$224,860	1,158	+15.6%	Shares	Sole	2023-05-15
2022-12-31	$221,041	1,002	-3.9%	Shares	Sole	2023-02-14
2022-06-30	$205,032	1,043	+10.6%	Shares	Sole	2022-08-15
2022-03-31	$201,707	943	-34.4%	Shares	Sole	2022-05-13
2021-12-31	$277,786	1,437	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.