Modera Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1542143 WESTWOOD, NJ

Position in CB

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

Position Value

$746,220

+$35,367 QoQ

Shares Held

2,190

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,200

of 2,138 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $3,963,107 across 5 Insurance - Property & Casualty names. CB ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	15,001	$1,698,263
2	TRV	Travelers Companies, Inc.	2,316	$764,557
3	CB	Chubb Ltd This page	2,190	$746,220
4	ALL	Allstate Corp	2,251	$535,602
5	CINF	Cincinnati Financial Corp	1,180	$218,465

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$746,220	2,190	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$710,853	2,181	+16.8%	Shares	Sole	2026-05-06
2025-12-31	$582,728	1,867	+3.7%	Shares	Sole	2026-01-21
2025-09-30	$508,332	1,801	+0.3%	Shares	Sole	2025-10-31
2025-06-30	$520,337	1,796	-1.5%	Shares	Sole	2025-08-06
2025-03-31	$550,829	1,824	-14.1%	Shares	Sole	2025-05-08
2024-12-31	$586,584	2,123	+17.0%	Shares	Sole	2025-02-06
2024-09-30	$523,427	1,815	-2.1%	Shares	Sole	2024-10-24
2024-06-30	$472,918	1,854	+7.2%	Shares	Sole	2024-07-29
2024-03-31	$448,035	1,729	+11.1%	Shares	Sole	2024-05-14
2023-12-31	$351,656	1,556	+6.9%	Shares	Sole	2024-02-14
2023-09-30	$303,110	1,456	+6.7%	Shares	Sole	2023-11-30
2023-06-30	$262,651	1,364	+13.9%	Shares	Sole	2023-08-07
2023-03-31	$232,627	1,198	0.0%	Shares	Sole	2023-05-05
2022-12-31	$264,278	1,198	-4.3%	Shares	Sole	2023-02-07
2022-09-30	$227,713	1,252	+4.5%	Shares	Sole	2022-11-01
2022-06-30	$235,502	1,198	-21.0%	Shares	Sole	2022-07-27
2022-03-31	$324,486	1,517	-62.6%	Shares	Sole	2022-05-03
2021-12-31	$783,098	4,051	—	Shares	Sole	2022-02-04
No filing history on record for this holder in this stock.