WBH ADVISORY INC

Position in CB — Chubb Ltd

CIK 1259671 BALTIMORE, MD

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$890,012

-$287,899 QoQ

Shares Held

2,612

-27.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,127

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Financial Services · as of Jun 30, 2026

WBH ADVISORY INC holds $3,150,816 across 3 Insurance - Property & Casualty names. CB ranks #2 (28.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	6,035	$1,992,274
2	CB	Chubb Ltd This page	2,612	$890,012
3	AIZ	Assurant, Inc.	1,000	$268,530

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$890,012	2,612	-27.7%	Shares	Sole	2026-08-05
2026-03-31	$1,177,911	3,614	-0.6%	Shares	Sole	2026-04-27
2025-12-31	$1,135,180	3,637	-1.9%	Shares	Sole	2026-01-26
2025-09-30	$1,046,583	3,708	-1.5%	Shares	Sole	2025-10-30
2025-06-30	$1,091,085	3,766	-4.2%	Shares	Sole	2025-07-30
2025-03-31	$1,187,726	3,933	-2.3%	Shares	Sole	2025-05-12
2024-12-31	$1,112,383	4,026	-2.8%	Shares	Sole	2025-01-31
2024-09-30	$1,194,511	4,142	+17.7%	Shares	Sole	2024-10-15
2024-06-30	$897,371	3,518	-2.5%	Shares	Sole	2024-07-11
2024-03-31	$935,459	3,610	-2.2%	Shares	Sole	2024-04-16
2023-12-31	$834,392	3,692	-0.2%	Shares	Sole	2024-01-09
2023-09-30	$769,849	3,698	-2.2%	Shares	Sole	2023-10-10
2023-06-30	$728,261	3,782	-2.9%	Shares	Sole	2023-07-12
2023-03-31	$755,942	3,893	+6.2%	Shares	Sole	2023-04-20
2022-09-30	$666,772	3,666	-0.2%	Shares	Sole	2022-10-18
2022-06-30	$722,431	3,675	0.0%	Shares	Sole	2022-07-12
2022-03-31	$786,082	3,675	-5.5%	Shares	Sole	2022-04-29
2021-12-31	$751,975	3,890	-1.0%	Shares	Sole	2022-01-28
2021-09-30	$681,776	3,930	0.0%	Shares	Sole	2021-10-25
2021-06-30	$624,634	3,930	-1.4%	Shares	Sole	2021-07-27
2021-03-31	$629,510	3,985	-0.6%	Shares	Sole	2021-04-19
2020-12-31	$617,219	4,010	-7.4%	Shares	Sole	2021-01-21
2020-09-30	$502,915	4,331	-21.9%	Shares	Sole	2020-10-27
2020-06-30	$702,487	5,548	-0.3%	Shares	Sole	2020-08-05
2020-03-31	$621,219	5,562	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.