BROWN, LISLE/CUMMINGS, INC.

Position in CB — Chubb Ltd

CIK 14745 PROVIDENCE, RI

Position in CB

as of Mar 31, 2026 · filed Apr 20, 2026 Compact

Position Value

$172,091

+$25,395 QoQ

Shares Held

528

+12.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

BROWN, LISLE/CUMMINGS, INC. holds $1,387,291 across 7 Insurance - Property & Casualty names. CB ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	16,780	$1,112,178
2	CB	Chubb Ltd This page	528	$172,091
3	TRV	Travelers Companies, Inc.	321	$93,629
4	AIZ	Assurant, Inc.	24	$5,227
5	PGR	Progressive Corp/Oh/	9	$1,784
6	PLMR	Palomar Holdings, Inc.	13	$1,553
7	ALL	Allstate Corp	4	$829

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$172,091	528	+12.3%	Shares	Sole	2026-04-20
2025-12-31	$146,696	470	0.0%	Shares	Sole	2026-01-23
2025-09-30	$132,657	470	0.0%	Shares	Sole	2025-10-10
2025-06-30	$136,168	470	0.0%	Shares	Sole	2025-07-16
2025-03-31	$141,935	470	0.0%	Shares	Sole	2025-04-22
2024-12-31	$129,861	470	0.0%	Shares	Sole	2025-01-27
2024-09-30	$135,543	470	0.0%	Shares	Sole	2024-10-18
2024-06-30	$119,887	470	0.0%	Shares	Sole	2024-07-17
2024-03-31	$121,791	470	0.0%	Shares	Sole	2024-07-01
2023-12-31	$106,220	470	0.0%	Shares	Sole	2024-07-01
2023-09-30	$97,844	470	0.0%	Shares	Sole	2024-07-01
2023-06-30	$90,503	470	0.0%	Shares	Sole	2024-07-01
2023-03-31	$91,264	470	+19.0%	Shares	Sole	2024-07-01
2022-12-31	$87,137	395	0.0%	Shares	Sole	2024-07-01
2022-09-30	$71,842	395	0.0%	Shares	Sole	2024-07-01
2022-06-30	$77,649	395	0.0%	Shares	Sole	2024-07-01
2022-03-31	$84,490	395	0.0%	Shares	Sole	2024-07-01
2021-12-31	$76,357	395	—	Shares	Sole	2024-07-01
No filing history on record for this holder in this stock.