Roundview Capital LLC

Position in CB — Chubb Ltd

CIK 1476804 PRINCETON, NJ

Position in CB

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

Position Value

$3,415,577

+$761,204 QoQ

Shares Held

10,024

+23.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#696

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $27,982,667 across 7 Insurance - Property & Casualty names. CB ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	72,363	$15,807,697
2	MKL	Markel Group Inc.	2,923	$5,708,648
3	CB	Chubb Ltd This page	10,024	$3,415,577
4	TRV	Travelers Companies, Inc.	5,283	$1,744,023
5	WTM	White Mountains Insurance Group Ltd	358	$742,273
6	SIGI	Selective Insurance Group Inc	3,611	$350,303
7	ALL	Allstate Corp	900	$214,146

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,415,577	10,024	+23.1%	Shares	Sole	2026-07-30
2026-03-31	$2,654,373	8,144	-2.5%	Shares	Sole	2026-05-08
2025-12-31	$2,606,826	8,352	+8.7%	Shares	Sole	2026-02-09
2025-09-30	$2,169,091	7,685	-11.6%	Shares	Sole	2025-11-12
2025-06-30	$2,519,984	8,698	+0.9%	Shares	Sole	2025-07-23
2025-03-31	$2,604,361	8,624	+4.8%	Shares	Sole	2025-05-06
2024-12-31	$2,274,225	8,231	+1.2%	Shares	Sole	2025-02-12
2024-09-30	$2,345,764	8,134	+32.8%	Shares	Sole	2024-11-14
2024-06-30	$1,562,620	6,126	+3.5%	Shares	Sole	2024-08-09
2024-03-31	$1,533,790	5,919	+13.7%	Shares	Sole	2024-05-06
2023-12-31	$1,176,104	5,204	+10.3%	Shares	Sole	2024-02-12
2023-09-30	$982,193	4,718	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$896,751	4,657	0.0%	Shares	Sole	2023-08-09
2023-03-31	$904,296	4,657	+6.0%	Shares	Sole	2023-05-09
2022-12-31	$969,316	4,394	+1.1%	Shares	Sole	2023-02-13
2022-09-30	$790,814	4,348	+4.4%	Shares	Sole	2022-11-10
2022-06-30	$818,755	4,165	0.0%	Shares	Sole	2022-08-11
2022-03-31	$890,893	4,165	+2.6%	Shares	Sole	2022-05-17
2021-12-31	$784,645	4,059	0.0%	Shares	Sole	2022-02-10
2021-09-30	$704,155	4,059	+0.0%	Shares	Sole	2021-11-10
2021-06-30	$644,978	4,058	+0.3%	Shares	Sole	2021-08-10
2021-03-31	$639,146	4,046	0.0%	Shares	Sole	2021-05-14
2020-12-31	$622,760	4,046	-13.2%	Shares	Sole	2021-02-08
2020-09-30	$541,003	4,659	-20.9%	Shares	Sole	2020-11-05
2020-06-30	$745,665	5,889	-24.1%	Shares	Sole	2020-08-13
2020-03-31	$866,602	7,759	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.