Destination Wealth Management

Position in CB — Chubb Ltd

CIK 1278573 WALNUT CREEK, CA

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$833,790

+$77,633 QoQ

Shares Held

2,447

+5.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,151

of 2,131 holders

Holding Since

Mar 2022

4 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

Destination Wealth Management holds $2,578,346 across 5 Insurance - Property & Casualty names. CB ranks #1 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	2,447	$833,790
2	TRV	Travelers Companies, Inc.	1,963	$648,025
3	MKL	Markel Group Inc.	252	$492,158
4	ALL	Allstate Corp	1,276	$303,611
5	ORI	Old Republic International Corp	7,350	$300,762

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$833,790	2,447	+5.5%	Shares	Sole	2026-08-14
2026-03-31	$756,157	2,320	+225.4%	Shares	Sole	2026-05-15
2025-12-31	$222,541	713	-45.9%	Shares	Sole	2026-02-13
2022-03-31	$281,920	1,318	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.