TCV Trust & Wealth Management, Inc.

Position in CB — Chubb Ltd

CIK 1135439 RICHMOND, VA

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$18,352,597

+$632,436 QoQ

Shares Held

53,861

-0.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

2.07%

of 13F equity value

Holder Rank

#331

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TCV Trust & Wealth Management, Inc. holds $19,081,135 across 4 Insurance - Property & Casualty names. CB ranks #1 (96.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	53,861	$18,352,597
2	PGR	Progressive Corp/Oh/	1,273	$278,086
3	TRV	Travelers Companies, Inc.	696	$229,763
4	MKL	Markel Group Inc.	113	$220,689

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,352,597	53,861	-0.9%	Shares	Sole	2026-07-24
2026-03-31	$17,720,161	54,368	-2.2%	Shares	Sole	2026-04-21
2025-12-31	$17,351,686	55,593	+0.1%	Shares	Sole	2026-01-23
2025-09-30	$15,683,220	55,565	-0.6%	Shares	Sole	2025-10-23
2025-06-30	$16,188,104	55,875	-1.2%	Shares	Sole	2025-07-11
2025-03-31	$17,084,479	56,573	-1.3%	Shares	Sole	2025-04-24
2024-12-31	$15,832,542	57,302	-1.4%	Shares	Sole	2025-01-29
2024-09-30	$16,754,882	58,098	-3.5%	Shares	Sole	2024-10-24
2024-06-30	$15,361,427	60,222	-2.1%	Shares	Sole	2024-07-26
2024-03-31	$15,942,972	61,525	-3.2%	Shares	Sole	2024-04-16
2023-12-31	$14,364,786	63,561	-1.5%	Shares	Sole	2024-01-25
2023-09-30	$13,439,059	64,555	-0.3%	Shares	Sole	2023-10-19
2023-06-30	$12,469,030	64,754	-1.1%	Shares	Sole	2023-07-31
2023-03-31	$12,711,216	65,461	-0.5%	Shares	Sole	2023-04-21
2022-12-31	$14,509,523	65,773	-0.7%	Shares	Sole	2023-02-01
2022-09-30	$12,049,549	66,250	+3.7%	Shares	Sole	2022-11-14
2022-06-30	$12,562,640	63,906	+1.1%	Shares	Sole	2022-07-22
2022-03-31	$13,521,259	63,213	-0.3%	Shares	Sole	2022-04-21
2021-12-31	$12,260,880	63,426	+0.6%	Shares	Sole	2022-01-26
2021-09-30	$10,939,821	63,061	-0.1%	Shares	Sole	2021-10-27
2021-06-30	$10,036,425	63,146	-0.5%	Shares	Sole	2021-08-02
2021-03-31	$10,022,406	63,445	-0.3%	Shares	Sole	2021-05-07
2020-12-31	$9,793,929	63,630	-0.1%	Shares	Sole	2021-02-02
2020-09-30	$7,395,566	63,689	-2.5%	Shares	Sole	2020-11-02
2020-06-30	$8,270,817	65,320	+6.8%	Shares	Sole	2020-07-29
2020-03-31	$6,830,736	61,158	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.