BSW Wealth Partners

Position in CB — Chubb Ltd

CIK 1512601 BOULDER, CO

Position in CB

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

Position Value

$520,650

-$235,507 QoQ

Shares Held

1,528

-34.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,357

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $3,900,252 across 4 Insurance - Property & Casualty names. CB ranks #4 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	5,999	$1,980,389
2	ALL	Allstate Corp	3,062	$728,572
3	PGR	Progressive Corp/Oh/	3,070	$670,641
4	CB	Chubb Ltd This page	1,528	$520,650

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$520,650	1,528	-34.1%	Shares	Sole	2026-07-15
2026-03-31	$756,157	2,320	+10.0%	Shares	Sole	2026-04-14
2025-12-31	$658,573	2,110	+13.3%	Shares	Sole	2026-01-23
2025-09-30	$525,549	1,862	-0.1%	Shares	Sole	2025-10-15
2025-06-30	$540,038	1,864	-0.4%	Shares	Sole	2025-07-18
2025-03-31	$565,325	1,872	-8.4%	Shares	Sole	2025-04-24
2024-12-31	$564,480	2,043	-4.4%	Shares	Sole	2025-01-22
2024-09-30	$616,289	2,137	+49.4%	Shares	Sole	2024-10-29
2024-06-30	$364,764	1,430	+3.9%	Shares	Sole	2024-07-16
2024-03-31	$356,562	1,376	-20.6%	Shares	Sole	2024-04-23
2023-12-31	$391,884	1,734	+9.4%	Shares	Sole	2024-01-25
2023-09-30	$329,965	1,585	+27.0%	Shares	Sole	2023-10-27
2023-06-30	$240,314	1,248	+0.2%	Shares	Sole	2023-08-11
2023-03-31	$241,754	1,245	+32.2%	Shares	Sole	2023-05-15
2022-12-31	$207,805	942	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.