Atria Investments, Inc

Position in CB — Chubb Ltd

CIK 1535865 Charlotte, NC

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$16,024,320

+$1,735,223 QoQ

Shares Held

47,028

+7.3% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#351

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Atria Investments, Inc holds $43,360,825 across 17 Insurance - Property & Casualty names. CB ranks #1 (37.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	47,028	$16,024,320
2	PGR	Progressive Corp/Oh/	37,251	$8,137,480
3	WRB	Berkley W R Corp	68,714	$4,846,398
4	MKL	Markel Group Inc.	1,719	$3,357,224
5	ALL	Allstate Corp	11,982	$2,850,997
6	CINF	Cincinnati Financial Corp	13,355	$2,472,544
7	RLI	Rli Corp	18,393	$1,086,474
8	KNSL	Kinsale Capital Group, Inc.	2,233	$736,465

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,024,320	47,028	+7.3%	Shares	Sole	2026-07-28
2026-03-31	$14,289,097	43,841	+3.3%	Shares	Sole	2026-05-05
2025-12-31	$13,248,557	42,447	+1.1%	Shares	Sole	2026-02-05
2025-09-30	$11,855,064	42,002	-3.3%	Shares	Sole	2025-11-06
2025-06-30	$12,580,801	43,424	+17.3%	Shares	Sole	2025-08-04
2025-03-31	$11,176,347	37,009	-24.9%	Shares	Sole	2025-05-06
2024-12-31	$13,612,748	49,268	+3.2%	Shares	Sole	2025-02-06
2024-09-30	$13,763,124	47,724	+5.4%	Shares	Sole	2024-11-01
2024-06-30	$11,546,706	45,267	+17.4%	Shares	Sole	2024-08-13
2024-03-31	$9,993,089	38,564	+0.1%	Shares	Sole	2024-05-21
2023-12-31	$8,709,588	38,538	+35.8%	Shares	Sole	2024-02-14
2023-09-30	$5,909,397	28,386	+12.1%	Shares	Sole	2023-11-07
2023-06-30	$4,877,352	25,329	-23.9%	Shares	Sole	2023-08-04
2023-03-31	$6,467,164	33,305	+0.6%	Shares	Sole	2023-05-10
2022-12-31	$7,305,610	33,117	+3.3%	Shares	Sole	2023-01-31
2022-09-30	$5,829,435	32,051	-10.7%	Shares	Sole	2022-11-01
2022-06-30	$7,057,811	35,903	+20.6%	Shares	Sole	2022-08-11
2022-03-31	$6,366,305	29,763	-21.6%	Shares	Sole	2022-05-02
2021-12-31	$7,339,980	37,970	+7.9%	Shares	Sole	2022-02-04
2021-09-30	$6,106,322	35,199	+3.0%	Shares	Sole	2021-11-16
2021-06-30	$5,430,344	34,166	+2.5%	Shares	Sole	2021-08-10
2021-03-31	$5,267,509	33,345	-22.3%	Shares	Sole	2021-05-11
2020-12-31	$6,608,093	42,932	+33.7%	Shares	Sole	2021-02-12
2020-09-30	$3,728,380	32,108	+8.1%	Shares	Sole	2020-11-05
2020-06-30	$3,759,474	29,691	-5.8%	Shares	Sole	2020-09-22
2020-03-31	$3,521,697	31,531	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.