Obermeyer Wealth Partners

Position in CB — Chubb Ltd

CIK 1349654 ASPEN, CO

Position in CB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,285,612

-$6,700 QoQ

Shares Held

3,773

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#999

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

Obermeyer Wealth Partners holds $2,413,088 across 4 Insurance - Property & Casualty names. CB ranks #1 (53.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	3,773	$1,285,612
2	ALL	Allstate Corp	2,164	$514,902
3	PGR	Progressive Corp/Oh/	1,429	$312,165
4	TRV	Travelers Companies, Inc.	910	$300,409

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,285,612	3,773	-4.8%	Shares	Sole	2026-07-29
2026-03-31	$1,292,312	3,965	-94.7%	Shares	Sole	2026-04-21
2025-12-31	$23,563,187	75,494	-8.4%	Shares	Sole	2026-01-29
2025-09-30	$23,269,536	82,443	-1.3%	Shares	Sole	2025-10-27
2025-06-30	$24,210,451	83,565	-0.3%	Shares	Sole	2025-08-05
2025-03-31	$25,316,727	83,833	-4.0%	Shares	Sole	2025-05-06
2024-12-31	$24,130,384	87,334	-0.9%	Shares	Sole	2025-02-14
2024-09-30	$25,426,192	88,166	+811.7%	Shares	Sole	2024-11-05
2024-06-30	$2,466,623	9,670	0.0%	Shares	Sole	2024-08-01
2024-03-31	$2,505,787	9,670	+116.1%	Shares	Sole	2024-05-07
2023-12-31	$1,011,350	4,475	0.0%	Shares	Sole	2024-01-31
2023-09-30	$931,605	4,475	0.0%	Shares	Sole	2023-11-08
2023-06-30	$861,706	4,475	0.0%	Shares	Sole	2023-08-07
2023-03-31	$868,955	4,475	-0.6%	Shares	Sole	2023-05-09
2022-12-31	$992,700	4,500	0.0%	Shares	Sole	2023-02-08
2022-09-30	$818,460	4,500	0.0%	Shares	Sole	2022-12-09
2022-06-30	$884,610	4,500	0.0%	Shares	Sole	2022-08-15
2022-03-31	$962,550	4,500	0.0%	Shares	Sole	2022-05-16
2021-12-31	$869,895	4,500	+0.7%	Shares	Sole	2022-01-31
2021-09-30	$775,282	4,469	0.0%	Shares	Sole	2021-10-19
2021-06-30	$710,302	4,469	0.0%	Shares	Sole	2021-07-29
2021-03-31	$705,967	4,469	—	Shares	Sole	2021-05-10
No filing history on record for this holder in this stock.