SPINNAKER TRUST

Position in CB — Chubb Ltd

CIK 1158970 PORTLAND, ME

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,237,567

+$61,612 QoQ

Shares Held

3,632

+0.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,016

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

SPINNAKER TRUST holds $2,897,415 across 5 Insurance - Property & Casualty names. CB ranks #1 (42.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	3,632	$1,237,567
2	TRV	Travelers Companies, Inc.	2,012	$664,201
3	PGR	Progressive Corp/Oh/	2,131	$465,516
4	ALL	Allstate Corp	1,136	$270,299
5	WRB	Berkley W R Corp	3,684	$259,832

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,237,567	3,632	+0.7%	Shares	Sole	2026-08-03
2026-03-31	$1,175,955	3,608	-4.1%	Shares	Sole	2026-04-23
2025-12-31	$1,174,507	3,763	+1.8%	Shares	Sole	2026-02-10
2025-09-30	$1,043,760	3,698	-2.5%	Shares	Sole	2025-11-05
2025-06-30	$1,098,618	3,792	+12.1%	Shares	Sole	2025-08-04
2025-03-31	$1,021,330	3,382	0.0%	Shares	Sole	2025-04-25
2024-12-31	$934,446	3,382	0.0%	Shares	Sole	2025-01-30
2024-09-30	$975,334	3,382	-0.6%	Shares	Sole	2024-10-31
2024-06-30	$867,527	3,401	0.0%	Shares	Sole	2024-07-31
2024-03-31	$881,301	3,401	+1.1%	Shares	Sole	2024-05-06
2023-12-31	$760,038	3,363	-2.9%	Shares	Sole	2024-02-02
2023-09-30	$720,927	3,463	0.0%	Shares	Sole	2023-11-08
2023-06-30	$666,835	3,463	+2.7%	Shares	Sole	2023-08-01
2023-03-31	$654,969	3,373	0.0%	Shares	Sole	2023-04-13
2022-12-31	$744,083	3,373	-1.4%	Shares	Sole	2023-02-02
2022-09-30	$622,211	3,421	-1.4%	Shares	Sole	2022-10-28
2022-06-30	$682,329	3,471	+3.9%	Shares	Sole	2022-07-25
2022-03-31	$714,639	3,341	0.0%	Shares	Sole	2022-05-02
2021-12-31	$645,848	3,341	0.0%	Shares	Sole	2022-01-31
2021-09-30	$579,596	3,341	+24.2%	Shares	Sole	2021-11-02
2021-06-30	$427,548	2,690	0.0%	Shares	Sole	2021-08-09
2021-03-31	$424,939	2,690	0.0%	Shares	Sole	2021-04-30
2020-12-31	$414,044	2,690	-8.5%	Shares	Sole	2021-01-26
2020-09-30	$341,392	2,940	0.0%	Shares	Sole	2020-10-27
2020-06-30	$372,262	2,940	-7.8%	Shares	Sole	2020-07-21
2020-03-31	$356,291	3,190	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.