Sigma Planning Corp

Position in CB — Chubb Ltd

CIK 1449126 ANN ARBOR, MI

Position in CB

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

Position Value

$1,268,234

+$116,072 QoQ

Shares Held

3,722

+5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,003

of 2,131 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sigma Planning Corp holds $6,550,060 across 5 Insurance - Property & Casualty names. CB ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	9,627	$3,178,065
2	CB	Chubb Ltd This page	3,722	$1,268,234
3	ALL	Allstate Corp	4,471	$1,063,829
4	CINF	Cincinnati Financial Corp	2,856	$528,759
5	PGR	Progressive Corp/Oh/	2,340	$511,173

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,268,234	3,722	+5.3%	Shares	Sole	2026-08-07
2026-03-31	$1,152,162	3,535	-2.4%	Shares	Sole	2026-05-04
2025-12-31	$1,130,810	3,623	-3.0%	Shares	Sole	2026-01-30
2025-09-30	$1,053,921	3,734	-7.0%	Shares	Sole	2025-11-10
2025-06-30	$1,162,646	4,013	-6.3%	Shares	Sole	2025-08-05
2025-03-31	$1,294,027	4,285	-7.4%	Shares	Sole	2025-05-02
2024-12-31	$1,278,716	4,628	-17.0%	Shares	Sole	2025-02-03
2024-09-30	$1,607,774	5,575	+1.5%	Shares	Sole	2024-11-04
2024-06-30	$1,401,409	5,494	+33.4%	Shares	Sole	2024-08-06
2024-03-31	$1,067,097	4,118	+115.6%	Shares	Sole	2024-05-02
2023-12-31	$431,660	1,910	-54.3%	Shares	Sole	2024-02-01
2023-09-30	$869,984	4,179	-7.4%	Shares	Sole	2023-11-06
2023-06-30	$869,408	4,515	-4.3%	Shares	Sole	2023-08-02
2023-03-31	$916,335	4,719	+20.8%	Shares	Sole	2023-05-08
2022-12-31	$862,104	3,908	+13.3%	Shares	Sole	2023-01-24
2022-09-30	$627,304	3,449	+6.6%	Shares	Sole	2022-11-10
2022-06-30	$635,936	3,235	+176.3%	Shares	Sole	2022-08-11
2022-03-31	$250,476	1,171	-19.4%	Shares	Sole	2022-04-20
2021-12-31	$280,879	1,453	+7.1%	Shares	Sole	2022-02-02
2021-09-30	$235,412	1,357	-32.4%	Shares	Sole	2021-10-28
2021-06-30	$319,151	2,008	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.