LPL Financial LLC

Position in CB — Chubb Ltd

CIK 1403438 FORT MILL, SC

Position in CB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$196,486,698

+$19,434,352 QoQ

Shares Held

576,647

+6.2% QoQ

Ownership

0.149%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#79

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Financial Services · as of Jun 30, 2026

LPL Financial LLC holds $678,099,563 across 34 Insurance - Property & Casualty names. CB ranks #1 (29.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	576,647	$196,486,698
2	TRV	Travelers Companies, Inc.	409,993	$135,346,889
3	PGR	Progressive Corp/Oh/	444,022	$96,996,605
4	ALL	Allstate Corp	374,144	$89,023,823
5	CINF	Cincinnati Financial Corp	150,719	$27,904,115
6	ORI	Old Republic International Corp	426,745	$17,462,405
7	MKL	Markel Group Inc.	8,779	$17,145,474
8	WRB	Berkley W R Corp	231,781	$16,347,513

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$196,486,698	576,647	+6.2%	Shares	Sole	2026-08-07
2026-03-31	$177,052,346	543,222	+5.7%	Shares	Sole	2026-05-06
2025-12-31	$160,433,737	514,013	-3.2%	Shares	Sole	2026-02-11
2025-09-30	$149,906,644	531,113	+9.6%	Shares	Sole	2025-11-12
2025-06-30	$140,349,059	484,430	+11.5%	Shares	Sole	2025-08-12
2025-03-31	$131,253,913	434,630	+15.9%	Shares	Sole	2025-05-07
2024-12-31	$103,641,511	375,105	+7.6%	Shares	Sole	2025-02-11
2024-09-30	$100,555,536	348,679	+5.4%	Shares	Sole	2024-11-08
2024-06-30	$84,366,434	330,745	+7.1%	Shares	Sole	2024-08-07
2024-03-31	$80,010,792	308,767	+1.6%	Shares	Sole	2024-05-10
2023-12-31	$68,694,282	303,957	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$62,357,196	299,535	+6.0%	Shares	Sole	2023-11-13
2023-06-30	$54,421,307	282,620	+7.0%	Shares	Sole	2023-07-31
2023-03-31	$51,268,568	264,026	+9.9%	Shares	Sole	2023-05-10
2022-12-31	$53,000,032	240,254	+12.7%	Shares	Sole	2023-02-07
2022-09-30	$38,765,357	213,137	+6.1%	Shares	Sole	2022-11-14
2022-06-30	$39,486,238	200,866	+23.2%	Shares	Sole	2022-08-12
2022-03-31	$34,861,422	162,980	+10.4%	Shares	Sole	2022-05-16
2021-12-31	$28,532,169	147,598	+25.1%	Shares	Sole	2022-02-14
2021-09-30	$20,468,731	117,989	+23.3%	Shares	Sole	2021-11-15
2021-06-30	$15,207,856	95,683	-3.6%	Shares	Sole	2021-08-13
2021-03-31	$15,680,576	99,263	+10.3%	Shares	Sole	2021-05-14
2020-12-31	$13,848,798	89,974	+35.0%	Shares	Sole	2021-02-12
2020-09-30	$7,739,398	66,650	+6.1%	Shares	Sole	2020-11-09
2020-06-30	$7,953,635	62,815	+3.0%	Shares	Sole	2020-08-13
2020-03-31	$6,813,760	61,006	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.