FOSTER & MOTLEY INC

Position in CB — Chubb Ltd

CIK 1163902 CINCINNATI, OH

Position in CB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,441,670

+$17,030 QoQ

Shares Held

4,231

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#972

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

FOSTER & MOTLEY INC holds $11,048,656 across 6 Insurance - Property & Casualty names. CB ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	18,794	$6,204,275
2	ORI	Old Republic International Corp	42,532	$1,740,409
3	CB	Chubb Ltd This page	4,231	$1,441,670
4	PGR	Progressive Corp/Oh/	3,683	$804,551
5	CINF	Cincinnati Financial Corp	3,209	$594,114
6	ALL	Allstate Corp	1,108	$263,637

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,441,670	4,231	-3.2%	Shares	Sole	2026-08-07
2026-03-31	$1,424,640	4,371	+1.4%	Shares	Sole	2026-04-21
2025-12-31	$1,345,861	4,312	0.0%	Shares	Sole	2026-01-15
2025-09-30	$1,217,062	4,312	-0.1%	Shares	Sole	2025-10-23
2025-06-30	$1,250,431	4,316	-3.2%	Shares	Sole	2025-07-29
2025-03-31	$1,346,875	4,460	-0.3%	Shares	Sole	2025-05-08
2024-12-31	$1,236,442	4,475	-1.9%	Shares	Sole	2025-01-23
2024-09-30	$1,315,635	4,562	-5.2%	Shares	Sole	2024-10-30
2024-06-30	$1,227,189	4,811	-3.2%	Shares	Sole	2024-08-02
2024-03-31	$1,287,876	4,970	-19.6%	Shares	Sole	2024-04-18
2023-12-31	$1,396,228	6,178	-3.0%	Shares	Sole	2024-02-01
2023-09-30	$1,325,898	6,369	+0.4%	Shares	Sole	2023-10-24
2023-06-30	$1,221,985	6,346	+1.1%	Shares	Sole	2023-08-08
2023-03-31	$1,219,450	6,280	-2.7%	Shares	Sole	2023-05-09
2022-12-31	$1,423,752	6,454	+3.7%	Shares	Sole	2023-02-09
2022-09-30	$1,132,021	6,224	+5.5%	Shares	Sole	2022-11-04
2022-06-30	$1,159,428	5,898	+1.1%	Shares	Sole	2022-08-09
2022-03-31	$1,248,320	5,836	-2.4%	Shares	Sole	2022-04-28
2021-12-31	$1,155,993	5,980	+1.0%	Shares	Sole	2022-01-25
2021-09-30	$1,027,175	5,921	-10.2%	Shares	Sole	2021-10-29
2021-06-30	$1,048,368	6,596	-3.6%	Shares	Sole	2021-07-20
2021-03-31	$1,080,356	6,839	-37.9%	Shares	Sole	2021-04-26
2020-12-31	$1,694,351	11,008	-10.8%	Shares	Sole	2021-02-01
2020-09-30	$1,432,804	12,339	-16.0%	Shares	Sole	2020-10-19
2020-06-30	$1,860,047	14,690	-8.6%	Shares	Sole	2020-07-20
2020-03-31	$1,794,523	16,067	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.