Convergence Investment Partners, LLC

Position in CB — Chubb Ltd

CIK 1456133 PALM BEACH GARDENS, FL

Position in CB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$233,066

-$1,763,255 QoQ

Shares Held

684

-88.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,755

of 2,131 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Convergence Investment Partners, LLC holds $7,605,700 across 5 Insurance - Property & Casualty names. CB ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,936	$2,619,832
2	MCY	Mercury General Corp	16,098	$1,716,368
3	ALL	Allstate Corp	7,044	$1,676,049
4	ORI	Old Republic International Corp	33,245	$1,360,385
5	CB	Chubb Ltd This page	684	$233,066

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$233,066	684	-88.8%	Shares	Sole	2026-07-31
2026-03-31	$1,996,321	6,125	+2.6%	Shares	Sole	2026-05-07
2025-12-31	$1,862,420	5,967	+32.5%	Shares	Sole	2026-02-05
2025-09-30	$1,270,689	4,502	+451.0%	Shares	Sole	2025-11-04
2025-06-30	$236,701	817	-3.9%	Shares	Sole	2025-08-01
2025-03-31	$256,691	850	-15.2%	Shares	Sole	2025-05-06
2024-12-31	$276,852	1,002	-0.7%	Shares	Sole	2025-01-31
2024-09-30	$290,985	1,009	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$261,457	1,025	-2.5%	Shares	Sole	2024-08-01
2024-03-31	$272,345	1,051	-0.5%	Shares	Sole	2024-05-03
2023-12-31	$238,656	1,056	-0.8%	Shares	Sole	2024-02-05
2023-09-30	$221,711	1,065	+0.2%	Shares	Sole	2023-11-02
2023-06-30	$204,691	1,063	-4.6%	Shares	Sole	2023-07-26
2023-03-31	$216,316	1,114	-37.8%	Shares	Sole	2023-05-09
2022-12-31	$395,094	1,791	-7.8%	Shares	Sole	2023-02-03
2022-09-30	$353,392	1,943	+54.0%	Shares	Sole	2022-11-08
2022-06-30	$248,083	1,262	-0.9%	Shares	Sole	2022-08-05
2022-03-31	$272,508	1,274	-0.3%	Shares	Sole	2022-04-26
2021-12-31	$247,050	1,278	-36.8%	Shares	Sole	2022-01-25
2021-09-30	$350,603	2,021	-6.3%	Shares	Sole	2021-10-25
2021-06-30	$342,992	2,158	+2.4%	Shares	Sole	2021-07-19
2021-03-31	$333,000	2,108	+5.2%	Shares	Sole	2021-04-30
2020-12-31	$308,301	2,003	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.