Empirical Financial Services, LLC d.b.a. Empirical Wealth Management

Position in CB — Chubb Ltd

CIK 1510434 Seattle, WA

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Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,150,678

+$420,270 QoQ

Shares Held

3,377

+50.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,035

of 2,130 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 73% Shared 0% None 27%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $17,954,996 across 15 Insurance - Property & Casualty names. CB ranks #7 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	59,722	$4,212,191
2	TRV	Travelers Companies, Inc.	5,813	$1,918,987
3	ORI	Old Republic International Corp	42,965	$1,758,127
4	PGR	Progressive Corp/Oh/	7,633	$1,667,428
5	UVE	Universal Insurance Holdings, Inc.	34,294	$1,418,399
6	ALL	Allstate Corp	5,936	$1,412,411
7	CB	Chubb Ltd This page	3,377	$1,150,678
8	DGICA	Donegal Group Inc	44,875	$846,342

All Filings in CB

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23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,150,678	3,377	+50.7%	Shares	Sole	2026-07-15
2026-03-31	$730,408	2,241	+57.8%	Shares	Other	2026-05-04
2025-12-31	$443,210	1,420	+15.6%	Shares	Sole	2026-01-16
2025-09-30	$346,603	1,228	+1.9%	Shares	Sole	2025-11-10
2025-06-30	$349,112	1,205	+0.4%	Shares	Sole	2025-07-21
2025-03-31	$362,388	1,200	-39.5%	Shares	Sole	2025-05-08
2024-12-31	$547,626	1,982	+44.9%	Shares	Sole	2025-01-22
2024-09-30	$394,517	1,368	+1.1%	Shares	Sole	2024-11-01
2024-06-30	$345,123	1,353	-7.6%	Shares	Sole	2024-08-09
2024-03-31	$379,366	1,464	+28.8%	Shares	Sole	2024-05-07
2023-12-31	$256,962	1,137	-33.5%	Shares	Sole	2024-02-06
2023-09-30	$355,987	1,710	+6.4%	Shares	Sole	2023-11-03
2023-06-30	$309,443	1,607	-3.5%	Shares	Sole	2023-08-11
2023-03-31	$323,503	1,666	-2.3%	Shares	Sole	2023-05-09
2022-12-31	$376,123	1,705	-7.5%	Shares	Sole	2023-02-08
2022-09-30	$335,204	1,843	-1.1%	Shares	Sole	2022-11-03
2022-06-30	$366,425	1,864	+15.5%	Shares	Sole	2022-08-02
2022-03-31	$345,234	1,614	-0.7%	Shares	Sole	2022-05-13
2021-12-31	$314,128	1,625	+0.7%	Shares	Sole	2022-02-14
2021-09-30	$279,996	1,614	-11.8%	Shares	Sole	2021-11-02
2021-06-30	$290,701	1,829	+15.0%	Shares	Sole	2021-08-12
2021-03-31	$251,172	1,590	-15.9%	Shares	Sole	2021-05-17
2020-12-31	$290,908	1,890	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.