Prospera Financial Services Inc

Position in CB — Chubb Ltd

CIK 1541625 Dallas, TX

Position in CB

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

Position Value

$8,986,336

+$338,762 QoQ

Shares Held

26,373

-0.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#449

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

Prospera Financial Services Inc holds $26,229,100 across 8 Insurance - Property & Casualty names. CB ranks #1 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	26,373	$8,986,336
2	RLI	Rli Corp	120,932	$7,143,453
3	TRV	Travelers Companies, Inc.	15,647	$5,165,387
4	WRB	Berkley W R Corp	32,977	$2,325,867
5	PGR	Progressive Corp/Oh/	6,086	$1,329,486
6	CINF	Cincinnati Financial Corp	2,831	$524,131
7	ALL	Allstate Corp	2,165	$515,140
8	ORI	Old Republic International Corp	5,848	$239,300

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,986,336	26,373	-0.6%	Shares	Sole	2026-07-15
2026-03-31	$8,647,574	26,532	-4.0%	Shares	Sole	2026-04-14
2025-12-31	$8,622,315	27,625	+0.8%	Shares	Sole	2026-02-09
2025-09-30	$7,736,190	27,409	+3.8%	Shares	Sole	2025-11-06
2025-06-30	$7,652,374	26,413	+3.6%	Shares	Sole	2025-08-06
2025-03-31	$7,697,121	25,488	-0.2%	Shares	Sole	2025-05-15
2024-12-31	$7,058,912	25,548	+71.0%	Shares	Sole	2025-02-13
2024-09-30	$4,307,681	14,937	+14.1%	Shares	Sole	2024-11-07
2024-06-30	$3,338,231	13,087	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$3,357,288	12,956	+4.4%	Shares	Sole	2024-08-13
2023-12-31	$2,803,530	12,405	-6.4%	Shares	Sole	2024-02-14
2023-09-30	$2,759,425	13,255	+8.3%	Shares	Sole	2023-11-13
2023-06-30	$2,357,126	12,241	+2.3%	Shares	Sole	2023-08-08
2023-03-31	$2,324,140	11,969	+105.0%	Shares	Sole	2023-05-12
2022-12-31	$1,287,862	5,838	-51.9%	Shares	Sole	2023-02-08
2022-09-30	$2,206,750	12,133	-18.1%	Shares	Sole	2022-10-27
2022-06-30	$2,913,315	14,820	+25.4%	Shares	Sole	2022-08-08
2022-03-31	$2,528,725	11,822	+22.1%	Shares	Sole	2022-05-04
2021-12-31	$1,871,434	9,681	-27.7%	Shares	Sole	2022-02-10
2021-09-30	$2,323,591	13,394	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$2,135,676	13,437	-0.2%	Shares	Sole	2021-08-16
2021-03-31	$2,126,908	13,464	-0.9%	Shares	Sole	2021-05-06
2020-12-31	$2,090,695	13,583	+342.3%	Shares	Sole	2021-02-12
2020-09-30	$356,604	3,071	-83.7%	Shares	Sole	2020-11-04
2020-06-30	$2,379,822	18,795	+20.9%	Shares	Sole	2020-08-10
2020-03-31	$1,736,891	15,551	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.