BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1352860 BLUE BELL, PA

Position in CB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$157,762

+$6,857 QoQ

Shares Held

463

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,852

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $165,376 across 2 Insurance - Property & Casualty names. CB ranks #1 (95.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	463	$157,762
2	ALL	Allstate Corp	32	$7,614

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$157,762	463	0.0%	Shares	Sole	2026-08-06
2026-03-31	$150,905	463	0.0%	Shares	Sole	2026-05-11
2025-12-31	$144,511	463	-4.7%	Shares	Sole	2026-02-09
2025-09-30	$137,173	486	0.0%	Shares	Sole	2025-10-22
2025-06-30	$140,803	486	0.0%	Shares	Sole	2025-08-11
2025-03-31	$146,767	486	+1.0%	Shares	Sole	2025-05-05
2024-12-31	$132,900	481	-1.4%	Shares	Sole	2025-02-07
2024-09-30	$140,734	488	+2.7%	Shares	Sole	2024-10-29
2024-06-30	$121,163	475	0.0%	Shares	Sole	2024-08-05
2024-03-31	$123,086	475	0.0%	Shares	Sole	2024-04-24
2023-12-31	$107,350	475	0.0%	Shares	Sole	2024-01-25
2023-09-30	$98,885	475	+2.6%	Shares	Sole	2023-10-30
2023-06-30	$89,155	463	+10.0%	Shares	Sole	2023-08-08
2023-03-31	$81,749	421	0.0%	Shares	Sole	2023-05-08
2022-12-31	$92,872	421	0.0%	Shares	Sole	2023-02-03
2022-09-30	$76,571	421	0.0%	Shares	Sole	2022-11-09
2022-06-30	$82,760	421	0.0%	Shares	Sole	2022-08-02
2022-03-31	$90,051	421	0.0%	Shares	Sole	2022-04-21
2021-12-31	$81,383	421	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.