SUMMITRY LLC

Position in CB — Chubb Ltd

CIK 1280043 Foster City, CA

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$2,288,409

+$225,924 QoQ

Shares Held

6,716

+6.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#813

of 2,131 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SUMMITRY LLC holds $3,513,840 across 5 Insurance - Property & Casualty names. CB ranks #1 (65.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	6,716	$2,288,409
2	KNSL	Kinsale Capital Group, Inc.	1,301	$429,082
3	L	Loews Corp	3,298	$373,366
4	PGR	Progressive Corp/Oh/	1,020	$222,819
5	WRB	Berkley W R Corp	2,838	$200,164

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,288,409	6,716	+6.1%	Shares	Sole	2026-07-21
2026-03-31	$2,062,485	6,328	-0.1%	Shares	Sole	2026-05-22
2025-12-31	$1,977,904	6,337	+11.9%	Shares	Sole	2026-02-09
2025-09-30	$1,598,381	5,663	+9.9%	Shares	Sole	2025-11-07
2025-06-30	$1,492,637	5,152	-0.9%	Shares	Sole	2025-08-08
2025-03-31	$1,570,348	5,200	+5.7%	Shares	Sole	2025-05-13
2024-12-31	$1,359,396	4,920	-2.8%	Shares	Sole	2025-02-12
2024-09-30	$1,459,253	5,060	+3.1%	Shares	Sole	2024-11-07
2024-06-30	$1,252,187	4,909	-2.1%	Shares	Sole	2024-08-09
2024-03-31	$1,299,536	5,015	+1.9%	Shares	Sole	2024-05-06
2023-12-31	$1,112,146	4,921	-1.4%	Shares	Sole	2024-02-07
2023-09-30	$1,038,818	4,990	+0.5%	Shares	Sole	2023-11-06
2023-06-30	$956,252	4,966	+1.6%	Shares	Sole	2023-08-08
2023-03-31	$949,151	4,888	-3.0%	Shares	Sole	2023-05-12
2022-12-31	$1,111,824	5,040	+9.6%	Shares	Sole	2023-02-10
2022-09-30	$836,648	4,600	0.0%	Shares	Sole	2022-11-09
2022-06-30	$904,268	4,600	0.0%	Shares	Sole	2022-08-09
2022-03-31	$983,940	4,600	0.0%	Shares	Sole	2022-05-09
2021-12-31	$889,226	4,600	0.0%	Shares	Sole	2022-02-10
2021-03-31	$726,662	4,600	0.0%	Shares	Sole	2021-05-12
2020-12-31	$708,032	4,600	0.0%	Shares	Sole	2021-02-05
2020-09-30	$534,152	4,600	0.0%	Shares	Sole	2020-11-12
2020-06-30	$582,452	4,600	+5.0%	Shares	Sole	2020-08-07
2020-03-31	$489,202	4,380	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.