Curi Capital, LLC

Position in CB — Chubb Ltd

CIK 1332905 CHICAGO, IL

Position in CB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$9,966,938

-$2,515,988 QoQ

Shares Held

30,580

-23.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 65.00654022236756.ToString("F0")% Shared 0.ToString("F0")% None 34.99345977763244.ToString("F0")%

Financial Services · as of Mar 31, 2026

Curi Capital, LLC holds $64,962,629 across 8 Insurance - Property & Casualty names. CB ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AFG	American Financial Group Inc	128,832	$16,453,134
2	PGR	Progressive Corp/Oh/	79,243	$15,709,132
3	WRB	Berkley W R Corp	212,241	$14,067,333
4	CB	Chubb Ltd This page	30,580	$9,966,938
5	MKL	Markel Group Inc.	1,959	$3,749,662
6	ALL	Allstate Corp	10,602	$2,198,218
7	CINF	Cincinnati Financial Corp	9,858	$1,551,155
8	TRV	Travelers Companies, Inc.	4,344	$1,267,057

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,966,938	30,580	-23.5%	Shares	Other	2026-05-15
2025-12-31	$12,482,926	39,994	+6.3%	Shares	Sole	2026-02-17
2025-09-30	$10,618,808	37,622	-10.2%	Shares	Other	2025-11-13
2025-06-30	$12,141,875	41,909	-6.4%	Shares	Other	2025-08-14
2025-03-31	$13,524,622	44,785	-27.9%	Shares	Sole	2025-05-15
2024-12-31	$17,167,347	62,133	-16.1%	Shares	Sole	2025-02-13
2024-09-30	$21,356,144	74,053	-1.2%	Shares	Sole	2024-11-06
2024-06-30	$19,125,898	74,980	-21.7%	Shares	Sole	2024-08-13
2024-03-31	$24,812,215	95,752	-2.5%	Shares	Sole	2024-05-15
2023-12-31	$22,191,392	98,192	-3.4%	Shares	Sole	2024-02-14
2023-09-30	$21,161,080	101,648	-0.9%	Shares	Sole	2023-11-13
2023-06-30	$19,744,139	102,535	-0.6%	Shares	Sole	2023-08-11
2023-03-31	$20,029,861	103,151	-1.1%	Shares	Sole	2023-05-11
2022-12-31	$23,005,932	104,288	-7.3%	Shares	Sole	2023-02-14
2022-09-30	$20,467,865	112,535	-3.0%	Shares	Sole	2022-11-14
2022-06-30	$22,803,280	116,000	-1.7%	Shares	Sole	2022-08-16
2022-03-31	$25,243,194	118,014	+2.8%	Shares	Sole	2022-05-06
2021-12-31	$22,182,322	114,750	+5.0%	Shares	Sole	2022-01-26
2021-09-30	$18,965,874	109,326	+85.7%	Shares	Sole	2021-10-20
2021-06-30	$9,359,022	58,884	+398.5%	Shares	Sole	2021-08-13
2021-03-31	$1,866,099	11,813	+38.8%	Shares	Sole	2021-05-12
2020-12-31	$1,309,551	8,508	+117.3%	Shares	Sole	2021-02-11
2020-09-30	$454,609	3,915	—	Shares	Sole	2020-11-10
No filing history on record for this holder in this stock.