MARATHON CAPITAL MANAGEMENT

Position in CB — Chubb Ltd

CIK 1213206 Hunt Valley, MD

Position in CB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,100,805

+$64,162 QoQ

Shares Held

12,035

-2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#648

of 2,131 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

MARATHON CAPITAL MANAGEMENT holds $6,384,800 across 3 Insurance - Property & Casualty names. CB ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	12,035	$4,100,805
2	CINF	Cincinnati Financial Corp	7,485	$1,385,772
3	ALL	Allstate Corp	3,775	$898,223

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,100,805	12,035	-2.8%	Shares	Sole	2026-07-22
2026-03-31	$4,036,643	12,385	-2.8%	Shares	Sole	2026-05-14
2025-12-31	$3,976,408	12,740	+1.1%	Shares	Sole	2026-01-29
2025-09-30	$3,556,350	12,600	+17.3%	Shares	Sole	2025-11-14
2025-06-30	$3,111,592	10,740	-1.6%	Shares	Sole	2025-08-14
2025-03-31	$3,296,220	10,915	+9.0%	Shares	Sole	2025-05-15
2024-12-31	$2,765,763	10,010	-0.4%	Shares	Sole	2025-02-14
2024-09-30	$2,899,761	10,055	+2.8%	Shares	Sole	2024-11-14
2024-06-30	$2,495,957	9,785	-1.8%	Shares	Sole	2024-08-14
2024-03-31	$2,582,230	9,965	+0.4%	Shares	Sole	2024-05-15
2023-12-31	$2,244,180	9,930	+1.7%	Shares	Sole	2024-02-14
2023-09-30	$2,031,836	9,760	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.