GRIMES & Co WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1321993 WESTBOROUGH, MA

Position in CB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$780,294

+$37,501 QoQ

Shares Held

2,290

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,180

of 2,131 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $2,122,222 across 3 Insurance - Property & Casualty names. CB ranks #2 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,675	$883,070
2	CB	Chubb Ltd This page	2,290	$780,294
3	THG	Hanover Insurance Group, Inc.	2,143	$458,858

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$780,294	2,290	+0.5%	Shares	Other	2026-07-17
2026-03-31	$742,793	2,279	+2.6%	Shares	Sole	2026-04-21
2025-12-31	$693,529	2,222	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$622,078	2,204	+0.9%	Shares	Sole	2025-10-27
2025-06-30	$633,037	2,185	+12.8%	Shares	Other	2025-07-22
2025-03-31	$584,953	1,937	+0.7%	Shares	Sole	2025-04-17
2024-12-31	$531,324	1,923	+3.0%	Shares	Sole	2025-01-21
2024-09-30	$538,423	1,867	-0.5%	Shares	Sole	2024-10-22
2024-06-30	$478,784	1,877	+0.4%	Shares	Sole	2024-07-22
2024-03-31	$484,572	1,870	-0.2%	Shares	Sole	2024-04-17
2023-12-31	$423,298	1,873	+0.5%	Shares	Sole	2024-01-24
2023-09-30	$388,047	1,864	-3.5%	Shares	Sole	2023-10-19
2023-06-30	$371,832	1,931	+4.0%	Shares	Sole	2023-07-19
2023-03-31	$360,397	1,856	-1.2%	Shares	Other	2023-04-20
2022-12-31	$414,507	1,879	-0.2%	Shares	Other	2023-01-25
2022-09-30	$342,479	1,883	+0.1%	Shares	Sole	2022-10-28
2022-06-30	$369,766	1,881	-0.8%	Shares	Other	2022-07-22
2022-03-31	$405,767	1,897	0.0%	Shares	Sole	2022-05-06
2021-12-31	$366,708	1,897	-3.4%	Shares	Other	2022-02-01
2021-09-30	$340,540	1,963	+2.8%	Shares	Other	2021-11-08
2021-06-30	$303,415	1,909	-0.1%	Shares	Other	2021-08-04
2021-03-31	$301,879	1,911	—	Shares	Other	2021-05-12
No filing history on record for this holder in this stock.