SUMMIT SECURITIES GROUP LLC

Broker-Dealer

Position in CB — Chubb Ltd

CIK 1531593 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,622

+$9,067 QoQ

Shares Held

+40.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,994

of 2,130 holders

Holding Since

Mar 2022

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMMIT SECURITIES GROUP LLC holds $297,051 across 9 Insurance - Property & Casualty names. CB ranks #2 (9.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	936	$204,469
2	CB	Chubb Ltd This page	84	$28,622
3	SKWD	Skyward Specialty Insurance Group, Inc.	333	$19,430
4	ALL	Allstate Corp	60	$14,276
5	SIGI	Selective Insurance Group Inc	115	$11,156
6	CINF	Cincinnati Financial Corp	36	$6,665
7	WRB	Berkley W R Corp	68	$4,796
8	L	Loews Corp	39	$4,415

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,622	84	+40.0%	Shares	Sole	2026-08-03
2026-03-31	$19,555	60	-91.9%	Shares	Sole	2026-04-30
2025-12-31	$230,032	737	+15.5%	Shares	Sole	2026-02-17
2025-09-30	$180,075	638	-43.4%	Shares	Sole	2025-11-13
2025-06-30	$326,514	1,127	+8569.2%	Shares	Sole	2025-08-12
2023-09-30	$2,706	13	-97.6%	Shares	Sole	2023-11-13
2023-06-30	$104,174	541	-33.5%	Shares	Sole	2023-08-14
2023-03-31	$157,868	813	+93.1%	Shares	Sole	2023-05-12
2022-12-31	$92,872	421	-85.7%	Shares	Sole	2023-02-13
2022-09-30	$535,272	2,943	+232.9%	Shares	Sole	2022-11-02
2022-06-30	$173,776	884	+399.4%	Shares	Sole	2022-08-02
2022-03-31	$37,860	177	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.