CI INVESTMENTS INC.

Position in CB — Chubb Ltd

CIK 1163648 TORONTO, Z4

Position in CB

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

Position Value

$5,553,039

+$4,435,751 QoQ

Shares Held

16,297

+375.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#563

of 2,143 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CI INVESTMENTS INC. holds $24,660,261 across 8 Insurance - Property & Casualty names. CB ranks #2 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LMND	Lemonade, Inc.	131,364	$8,545,228
2	CB	Chubb Ltd This page	16,297	$5,553,039
3	PGR	Progressive Corp/Oh/	23,328	$5,096,001
4	MKL	Markel Group Inc.	1,081	$2,111,203
5	ALL	Allstate Corp	7,330	$1,744,100
6	WRB	Berkley W R Corp	11,657	$822,168
7	TRV	Travelers Companies, Inc.	1,214	$400,765
8	AIZ	Assurant, Inc.	1,444	$387,757

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,553,039	16,297	+375.4%	Shares	Sole	2026-08-13
2026-03-31	$1,117,288	3,428	+125.2%	Shares	Sole	2026-05-13
2025-12-31	$475,046	1,522	-8.1%	Shares	Sole	2026-02-12
2025-09-30	$467,688	1,657	+7.2%	Shares	Sole	2025-11-12
2025-06-30	$447,907	1,546	-94.1%	Shares	Sole	2025-08-12
2025-03-31	$7,868,047	26,054	+17.6%	Shares	Sole	2025-05-13
2024-12-31	$6,120,045	22,150	-1.9%	Shares	Sole	2025-02-12
2024-09-30	$6,512,711	22,583	-1.1%	Shares	Sole	2024-11-12
2024-06-30	$5,824,496	22,834	-8.9%	Shares	Sole	2024-08-12
2024-03-31	$6,493,279	25,058	-5.3%	Shares	Sole	2024-05-13
2023-12-31	$5,980,186	26,461	-8.8%	Shares	Sole	2024-02-12
2023-09-30	$6,039,509	29,011	-52.5%	Shares	Sole	2023-11-13
2023-06-30	$11,756,173	61,052	+54.7%	Shares	Sole	2023-08-11
2023-03-31	$7,663,507	39,466	-74.8%	Shares	Sole	2023-05-12
2022-12-31	$34,508,458	156,430	-11.2%	Shares	Sole	2023-02-10
2022-09-30	$32,045,437	176,190	-11.9%	Shares	Sole	2022-11-14
2022-06-30	$39,326,811	200,055	+0.3%	Shares	Sole	2022-08-12
2022-03-31	$42,669,413	199,483	-1.7%	Shares	Sole	2022-05-12
2021-12-31	$39,235,357	202,966	-1.4%	Shares	Sole	2022-02-11
2021-09-30	$35,695,244	205,760	-15.2%	Shares	Sole	2021-11-12
2021-06-30	$38,548,830	242,537	-1.1%	Shares	Sole	2021-08-13
2021-03-31	$38,724,765	245,140	-8.6%	Shares	Sole	2021-05-13
2020-12-31	$41,288,270	268,245	+18.1%	Shares	Sole	2021-02-09
2020-09-30	$26,369,923	227,092	+0.0%	Shares	Sole	2020-11-09
2020-06-30	$28,750,970	227,065	+42.2%	Shares	Sole	2020-08-07
2020-03-31	$17,835,551	159,688	—	Shares	Sole	2020-08-07
No filing history on record for this holder in this stock.