Focus Partners Wealth

Position in CB — Chubb Ltd

CIK 1542153 ST LOUIS, MO

Position in CB

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$46,629,175

+$2,860,588 QoQ

Shares Held

143,065

+2.0% QoQ

Ownership

0.037%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 42.036081943233086.ToString("F0")% Shared 0.ToString("F0")% None 57.96391805676691.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $152,147,863 across 20 Insurance - Property & Casualty names. CB ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	143,065	$46,629,175
2	ORI	Old Republic International Corp	584,757	$23,331,804
3	PGR	Progressive Corp/Oh/	88,756	$17,594,989
4	MKL	Markel Group Inc.	8,262	$15,814,045
5	ALL	Allstate Corp	64,708	$13,416,556
6	KNSL	Kinsale Capital Group, Inc.	27,970	$9,556,230
7	L	Loews Corp	48,501	$5,176,996
8	CINF	Cincinnati Financial Corp	27,202	$4,280,234

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$46,629,175	143,065	+2.0%	Shares	Sole	2026-05-15
2025-12-31	$43,768,587	140,230	+236.8%	Shares	Sole	2026-02-13
2025-09-30	$11,750,914	41,633	+41.4%	Shares	Sole	2025-11-14
2025-06-30	$8,528,487	29,437	+5.1%	Shares	Sole	2025-08-14
2025-03-31	$8,459,041	28,011	-4.7%	Shares	Sole	2025-05-20
2024-12-31	$8,117,970	29,381	+73.4%	Shares	Sole	2025-05-29
2024-09-30	$4,887,056	16,946	-35.0%	Shares	Sole	2024-11-14
2024-06-30	$6,648,405	26,064	+128.8%	Shares	Sole	2024-08-15
2024-03-31	$2,952,008	11,392	+397.5%	Shares	Sole	2024-05-16
2023-12-31	$517,540	2,290	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.