LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA

Position in CB — Chubb Ltd

CIK 1089707 LONG BEACH, CA

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,510,231

+$63,149 QoQ

Shares Held

7,367

-1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.83%

of 13F equity value

Holder Rank

#789

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA holds $3,449,752 across 2 Insurance - Property & Casualty names. CB ranks #1 (72.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	7,367	$2,510,231
2	TRV	Travelers Companies, Inc.	2,846	$939,521

All Filings in CB

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,510,231	7,367	-1.9%	Shares	Sole	2026-07-10
2026-03-31	$2,447,082	7,508	-0.0%	Shares	Sole	2026-04-24
2025-12-31	$2,344,021	7,510	+1.2%	Shares	Sole	2026-01-26
2025-09-30	$2,094,859	7,422	-1.6%	Shares	Sole	2025-10-24
2025-06-30	$2,185,937	7,545	-0.3%	Shares	Sole	2025-07-14
2025-03-31	$2,286,064	7,570	+1.7%	Shares	Sole	2025-04-02
2024-12-31	$2,056,224	7,442	-2.5%	Shares	Sole	2025-01-24
2024-09-30	$2,200,704	7,631	-1.3%	Shares	Sole	2024-10-24
2024-06-30	$1,972,788	7,734	-15.6%	Shares	Sole	2024-08-02
2024-03-31	$2,374,667	9,164	-4.7%	Shares	Sole	2024-04-29
2023-12-31	$2,174,120	9,620	-0.2%	Shares	Sole	2024-01-19
2023-09-30	$2,006,438	9,638	-1.5%	Shares	Sole	2023-10-23
2023-06-30	$1,884,392	9,786	-0.9%	Shares	Sole	2023-08-07
2023-03-31	$1,917,139	9,873	-8.9%	Shares	Sole	2023-04-17
2022-12-31	$2,391,083	10,839	-2.0%	Shares	Sole	2023-01-13
2022-09-30	$2,011,410	11,059	-0.9%	Shares	Sole	2022-11-14
2022-06-30	$2,193,832	11,160	-13.1%	Shares	Sole	2022-08-09
2022-03-31	$2,747,973	12,847	-2.1%	Shares	Sole	2022-05-24
2021-12-31	$2,537,966	13,129	+0.5%	Shares	Sole	2022-01-24
2021-09-30	$2,266,342	13,064	+1.1%	Shares	Sole	2021-10-22
2021-06-30	$2,053,822	12,922	+4.4%	Shares	Sole	2021-07-23
2021-03-31	$1,954,562	12,373	-12.6%	Shares	Sole	2021-04-19
2020-12-31	$2,177,968	14,150	+1.2%	Shares	Sole	2021-01-25
2020-09-30	$1,623,705	13,983	+2.8%	Shares	Sole	2021-01-13
2020-06-30	$1,722,538	13,604	+17.0%	Shares	Sole	2020-07-14
2020-03-31	$1,298,507	11,626	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.