MONETA GROUP INVESTMENT ADVISORS LLC

Position in CB — Chubb Ltd

CIK 1120927 ST LOUIS, MO

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$4,089,902

+$174,179 QoQ

Shares Held

12,003

-0.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#649

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $7,139,866 across 7 Insurance - Property & Casualty names. CB ranks #1 (57.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	12,003	$4,089,902
2	PGR	Progressive Corp/Oh/	4,525	$988,486
3	TRV	Travelers Companies, Inc.	1,791	$591,244
4	ALL	Allstate Corp	1,926	$458,272
5	MKL	Markel Group Inc.	212	$414,038
6	WTM	White Mountains Insurance Group Ltd	150	$311,008
7	WRB	Berkley W R Corp	4,068	$286,916

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,089,902	12,003	-0.1%	Shares	Sole	2026-08-14
2026-03-31	$3,915,723	12,014	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$3,706,425	11,875	-2.1%	Shares	Sole	2026-02-12
2025-09-30	$3,422,845	12,127	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$3,509,378	12,113	+5.6%	Shares	Sole	2025-08-14
2025-03-31	$3,464,731	11,473	-0.0%	Shares	Sole	2025-05-15
2024-12-31	$3,170,266	11,474	+11.6%	Shares	Sole	2025-02-11
2024-09-30	$2,964,937	10,281	+2.4%	Shares	Sole	2024-11-12
2024-06-30	$2,561,513	10,042	+4.1%	Shares	Sole	2024-08-13
2024-03-31	$2,499,567	9,646	+6.9%	Shares	Sole	2024-08-13
2023-12-31	$2,039,198	9,023	+1.2%	Shares	Sole	2024-02-15
2023-09-30	$1,856,132	8,916	+3.2%	Shares	Sole	2023-11-15
2023-06-30	$1,663,718	8,640	-0.7%	Shares	Sole	2023-08-15
2023-03-31	$1,689,366	8,700	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$1,886,571	8,552	+6.1%	Shares	Sole	2023-02-16
2022-09-30	$1,465,952	8,060	+4.2%	Shares	Sole	2022-11-14
2022-06-30	$1,520,939	7,737	-2.7%	Shares	Sole	2022-08-15
2022-03-31	$1,700,932	7,952	+0.9%	Shares	Sole	2022-05-11
2021-12-31	$1,524,056	7,884	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$1,360,950	7,845	-3.0%	Shares	Sole	2021-11-12
2021-06-30	$1,285,983	8,091	+11.4%	Shares	Sole	2021-08-13
2021-03-31	$1,147,020	7,261	+1.2%	Shares	Sole	2021-05-14
2020-12-31	$1,104,068	7,173	-0.4%	Shares	Sole	2021-02-12
2020-09-30	$835,947	7,199	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$915,969	7,234	0.0%	Shares	Sole	2020-08-12
2020-03-31	$807,965	7,234	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.