Marquette Asset Management, LLC

Position in CB — Chubb Ltd

CIK 1395067 MINNEAPOLIS, MN

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$49,748

-$5,660 QoQ

Shares Held

146

-14.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,945

of 2,131 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marquette Asset Management, LLC holds $274,964 across 12 Insurance - Property & Casualty names. CB ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	84	$164,052
2	CB	Chubb Ltd This page	146	$49,748
3	PGR	Progressive Corp/Oh/	76	$16,602
4	ALL	Allstate Corp	39	$9,279
5	TRV	Travelers Companies, Inc.	28	$9,243
6	THG	Hanover Insurance Group, Inc.	32	$6,851
7	AIZ	Assurant, Inc.	25	$6,713
8	WTM	White Mountains Insurance Group Ltd	2	$4,146

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$49,748	146	-14.1%	Shares	Sole	2026-07-09
2026-03-31	$55,408	170	+22.3%	Shares	Sole	2026-04-24
2025-12-31	$43,384	139	+167.3%	Shares	Sole	2026-01-16
2025-09-30	$14,677	52	-77.7%	Shares	Sole	2025-10-24
2022-09-30	$42,378	233	-1.3%	Shares	Sole	2022-10-06
2022-06-30	$46,392	236	+1.3%	Shares	Sole	2022-07-15
2022-03-31	$49,838	233	0.0%	Shares	Sole	2022-04-26
2021-12-31	$45,041	233	0.0%	Shares	Sole	2022-01-19
2021-09-30	$40,420	233	0.0%	Shares	Sole	2021-10-29
2021-06-30	$37,033	233	0.0%	Shares	Sole	2021-07-19
2021-03-31	$36,807	233	0.0%	Shares	Sole	2021-04-23
2020-12-31	$35,863	233	0.0%	Shares	Sole	2021-01-15
2020-09-30	$27,055	233	0.0%	Shares	Sole	2020-10-27
2020-06-30	$29,502	233	0.0%	Shares	Sole	2020-07-21
2020-03-31	$26,023	233	—	Shares	Sole	2020-04-08
No filing history on record for this holder in this stock.