Smith Salley Wealth Management

Position in CB — Chubb Ltd

CIK 1482012 GREENSBORO, NC

Position in CB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$4,148,850

+$904,543 QoQ

Shares Held

12,176

+22.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#642

of 2,131 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Smith Salley Wealth Management holds $27,195,077 across 5 Insurance - Property & Casualty names. CB ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	9,151	$17,871,994
2	CB	Chubb Ltd This page	12,176	$4,148,850
3	TRV	Travelers Companies, Inc.	8,524	$2,813,942
4	PGR	Progressive Corp/Oh/	9,221	$2,014,327
5	ALL	Allstate Corp	1,454	$345,964

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,148,850	12,176	+22.3%	Shares	Sole	2026-07-23
2026-03-31	$3,244,307	9,954	+4.4%	Shares	Sole	2026-04-16
2025-12-31	$2,977,312	9,539	+2.2%	Shares	Sole	2026-01-27
2025-09-30	$2,633,957	9,332	-1.3%	Shares	Sole	2025-10-20
2025-06-30	$2,738,433	9,452	+3.0%	Shares	Sole	2025-07-17
2025-03-31	$2,772,268	9,180	-0.1%	Shares	Sole	2025-04-25
2024-12-31	$2,539,749	9,192	+0.4%	Shares	Sole	2025-01-15
2024-09-30	$2,640,787	9,157	+2.1%	Shares	Sole	2024-10-24
2024-06-30	$2,288,577	8,972	+1.4%	Shares	Sole	2024-07-29
2024-03-31	$2,292,782	8,848	-19.1%	Shares	Sole	2024-05-02
2023-12-31	$2,471,762	10,937	-3.0%	Shares	Other	2024-01-24
2023-09-30	$2,348,269	11,280	-1.3%	Shares	Other	2023-10-27
2023-06-30	$2,199,612	11,423	-0.1%	Shares	Other	2023-08-04
2023-03-31	$2,221,419	11,440	+4.7%	Shares	Sole	2023-05-03
2022-12-31	$2,410,496	10,927	+3.6%	Shares	Other	2023-02-03
2022-09-30	$1,919,014	10,551	+0.2%	Shares	Other	2022-11-01
2022-06-30	$2,069,004	10,525	+8.1%	Shares	Other	2022-08-01
2022-03-31	$2,082,958	9,738	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.