Ballentine Partners, LLC

Position in CB — Chubb Ltd

CIK 1374889 Waltham, MA

Position in CB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,686,734

+$163,712 QoQ

Shares Held

7,885

+1.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#770

of 2,130 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballentine Partners, LLC holds $17,652,637 across 15 Insurance - Property & Casualty names. CB ranks #3 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	11,894	$3,926,446
2	ALL	Allstate Corp	14,861	$3,536,024
3	CB	Chubb Ltd This page	7,885	$2,686,734
4	PGR	Progressive Corp/Oh/	11,548	$2,522,658
5	WRB	Berkley W R Corp	15,342	$1,082,070
6	CNA	Cna Financial Corp	17,687	$859,765
7	CINF	Cincinnati Financial Corp	3,598	$666,133
8	L	Loews Corp	4,427	$501,179

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,686,734	7,885	+1.9%	Shares	Other	2026-07-17
2026-03-31	$2,523,022	7,741	+6.4%	Shares	Sole	2026-05-14
2025-12-31	$2,270,048	7,273	+8.0%	Shares	Sole	2026-02-03
2025-09-30	$1,900,106	6,732	-3.2%	Shares	Other	2025-11-03
2025-06-30	$2,013,843	6,951	-19.4%	Shares	Other	2025-07-15
2025-03-31	$2,605,870	8,629	+3.3%	Shares	Other	2025-05-01
2024-12-31	$2,307,933	8,353	-1.2%	Shares	Other	2025-01-16
2024-09-30	$2,438,625	8,456	-1.0%	Shares	Sole	2024-10-23
2024-06-30	$2,179,657	8,545	-0.7%	Shares	Sole	2024-08-06
2024-03-31	$2,230,590	8,608	+5.8%	Shares	Sole	2024-04-11
2023-12-31	$1,838,284	8,134	+9.2%	Shares	Sole	2024-01-23
2023-09-30	$1,550,315	7,447	+5.2%	Shares	Sole	2023-10-19
2023-06-30	$1,362,938	7,078	-3.3%	Shares	Sole	2023-07-26
2023-03-31	$1,421,396	7,320	+18.4%	Shares	Other	2023-04-27
2022-12-31	$1,363,968	6,183	+9.1%	Shares	Sole	2023-01-27
2022-09-30	$1,030,712	5,667	+8.6%	Shares	Sole	2022-10-26
2022-06-30	$1,025,949	5,219	-2.9%	Shares	Sole	2022-08-09
2022-03-31	$1,149,497	5,374	+34.8%	Shares	Other	2022-05-05
2021-12-31	$770,725	3,987	+22.3%	Shares	Other	2022-02-14
2021-09-30	$565,369	3,259	+0.1%	Shares	Sole	2021-10-27
2021-06-30	$517,348	3,255	+1.8%	Shares	Other	2021-08-12
2021-03-31	$505,027	3,197	-6.6%	Shares	Other	2021-05-11
2020-12-31	$526,713	3,422	+2.0%	Shares	Sole	2021-01-25
2020-09-30	$389,697	3,356	+0.4%	Shares	Other	2020-10-22
2020-06-30	$423,036	3,341	-45.0%	Shares	Other	2020-07-31
2020-03-31	$678,738	6,077	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.