FIRST UNITED BANK & TRUST

Bank

Position in CB — Chubb Ltd

CIK 1214183 OAKLAND, MD

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$47,362

+$2,058 QoQ

Shares Held

139

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,949

of 2,131 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FIRST UNITED BANK & TRUST holds $306,413 across 6 Insurance - Property & Casualty names. CB ranks #3 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	540	$128,487
2	TRV	Travelers Companies, Inc.	359	$118,513
3	CB	Chubb Ltd This page	139	$47,362
4	ORI	Old Republic International Corp	135	$5,524
5	PGR	Progressive Corp/Oh/	16	$3,495
6	WRB	Berkley W R Corp	43	$3,032

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$47,362	139	0.0%	Shares	Sole	2026-07-20
2026-03-31	$45,304	139	0.0%	Shares	Sole	2026-04-21
2025-12-31	$43,384	139	0.0%	Shares	Sole	2026-01-21
2025-09-30	$39,232	139	-12.6%	Shares	Sole	2025-10-27
2025-06-30	$46,065	159	-17.2%	Shares	Sole	2025-07-18
2025-03-31	$57,982	192	+17.8%	Shares	Sole	2025-04-15
2024-12-31	$45,036	163	0.0%	Shares	Sole	2025-01-16
2024-09-30	$47,007	163	-10.9%	Shares	Sole	2024-10-15
2024-06-30	$46,679	183	0.0%	Shares	Sole	2024-08-12
2024-03-31	$47,420	183	-4.7%	Shares	Sole	2024-04-29
2023-12-31	$43,392	192	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.