Bragg Financial Advisors, Inc

Position in CB — Chubb Ltd

CIK 1327055 CHARLOTTE, NC

Position in CB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$270,888

-$17,885 QoQ

Shares Held

795

-10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,674

of 2,131 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $92,277,101 across 5 Insurance - Property & Casualty names. CB ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RLI	Rli Corp	848,126	$50,098,802
2	HMN	Horace Mann Educators Corp /De/	454,836	$23,492,279
3	PGR	Progressive Corp/Oh/	82,939	$18,118,024
4	TRV	Travelers Companies, Inc.	900	$297,108
5	CB	Chubb Ltd This page	795	$270,888

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$270,888	795	-10.3%	Shares	Sole	2026-08-12
2026-03-31	$288,773	886	+2.2%	Shares	Sole	2026-05-15
2025-12-31	$270,608	867	-4.4%	Shares	Sole	2026-02-13
2025-09-30	$256,000	907	+12.5%	Shares	Sole	2025-11-13
2025-06-30	$233,514	806	-2.2%	Shares	Sole	2025-08-14
2025-03-31	$248,839	824	-0.2%	Shares	Sole	2025-05-14
2024-12-31	$228,223	826	-10.8%	Shares	Sole	2025-02-13
2024-09-30	$267,049	926	-6.7%	Shares	Sole	2024-11-14
2024-06-30	$253,294	993	-1.0%	Shares	Sole	2024-08-15
2024-03-31	$259,907	1,003	+3.2%	Shares	Sole	2024-05-14
2022-12-31	$214,423	972	-20.2%	Shares	Sole	2023-02-15
2022-06-30	$239,434	1,218	-2.4%	Shares	Sole	2022-08-15
2022-03-31	$266,947	1,248	-2.0%	Shares	Sole	2022-05-11
2021-03-31	$201,095	1,273	-35.0%	Shares	Sole	2021-05-14
2020-06-30	$248,048	1,959	-28.5%	Shares	Sole	2020-08-14
2020-03-31	$305,918	2,739	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.