Forvis Mazars Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1352864 Springfield, MO

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$719,983

+$201,429 QoQ

Shares Held

2,113

+32.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,215

of 2,131 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Forvis Mazars Wealth Advisors, LLC holds $7,116,295 across 4 Insurance - Property & Casualty names. CB ranks #3 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	14,145	$4,669,547
2	ALL	Allstate Corp	6,069	$1,444,057
3	CB	Chubb Ltd This page	2,113	$719,983
4	CINF	Cincinnati Financial Corp	1,527	$282,708

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$719,983	2,113	+32.8%	Shares	Sole	2026-08-10
2026-03-31	$518,554	1,591	-1.0%	Shares	Sole	2026-05-01
2025-12-31	$501,576	1,607	+13.2%	Shares	Sole	2026-02-10
2025-09-30	$400,795	1,420	-1.3%	Shares	Sole	2025-10-30
2025-06-30	$416,907	1,439	-7.8%	Shares	Sole	2025-07-29
2024-12-31	$431,304	1,561	-2.6%	Shares	Sole	2025-02-04
2024-09-30	$462,000	1,602	-36.8%	Shares	Sole	2024-11-14
2024-03-31	$656,376	2,533	+2.8%	Shares	Sole	2024-04-19
2023-12-31	$556,638	2,463	-0.0%	Shares	Sole	2024-01-11
2023-09-30	$512,955	2,464	-3.6%	Shares	Sole	2023-10-26
2023-06-30	$491,990	2,555	-4.2%	Shares	Sole	2023-08-08
2023-03-31	$518,072	2,668	+4.4%	Shares	Sole	2023-04-27
2022-12-31	$563,633	2,555	-1.4%	Shares	Sole	2023-02-03
2022-09-30	$471,069	2,590	-0.2%	Shares	Sole	2022-10-14
2022-06-30	$509,928	2,594	+12.5%	Shares	Sole	2022-07-22
2022-03-31	$493,253	2,306	-0.2%	Shares	Sole	2022-05-10
2021-12-31	$446,739	2,311	+1.4%	Shares	Sole	2022-01-14
2021-09-30	$395,187	2,278	-6.6%	Shares	Sole	2021-10-14
2021-06-30	$387,495	2,438	-14.9%	Shares	Sole	2021-07-14
2021-03-31	$452,584	2,865	-37.6%	Shares	Sole	2021-04-23
2020-12-31	$706,184	4,588	-9.7%	Shares	Sole	2021-01-22
2020-09-30	$590,237	5,083	-25.0%	Shares	Sole	2020-11-05
2020-06-30	$857,850	6,775	-52.5%	Shares	Sole	2020-07-15
2020-03-31	$1,592,364	14,257	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.