PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in CB — Chubb Ltd

CIK 12600 DES MOINES, IA

Position in CB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$6,989,258

+$246,745 QoQ

Shares Held

20,512

-0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#499

of 2,130 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $18,157,486 across 13 Insurance - Property & Casualty names. CB ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	20,512	$6,989,258
2	PGR	Progressive Corp/Oh/	11,888	$2,596,933
3	AIZ	Assurant, Inc.	7,435	$1,996,520
4	ALL	Allstate Corp	6,571	$1,563,503
5	TRV	Travelers Companies, Inc.	3,593	$1,186,121
6	MKL	Markel Group Inc.	511	$997,988
7	WRB	Berkley W R Corp	8,613	$607,474
8	L	Loews Corp	4,382	$496,086

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,989,258	20,512	-0.8%	Shares	Sole	2026-08-04
2026-03-31	$6,742,513	20,687	+15.0%	Shares	Sole	2026-05-13
2025-12-31	$5,614,414	17,988	+17.1%	Shares	Sole	2026-02-12
2025-09-30	$4,334,795	15,358	-10.1%	Shares	Sole	2025-11-12
2025-06-30	$4,949,866	17,085	+22.7%	Shares	Sole	2025-08-11
2025-03-31	$4,205,210	13,925	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$3,830,623	13,864	+23.0%	Shares	Sole	2025-01-30
2024-09-30	$3,251,308	11,274	+2.0%	Shares	Sole	2024-10-28
2024-06-30	$2,819,144	11,052	+2.5%	Shares	Sole	2024-07-31
2024-03-31	$2,794,198	10,783	-4.8%	Shares	Sole	2024-05-10
2023-12-31	$2,560,354	11,329	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.