Goelzer Investment Management, Inc.

Position in CB — Chubb Ltd

CIK 1550057 CARMEL, IN

Position in CB

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

Position Value

$723,050

-$43,211 QoQ

Shares Held

2,122

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,212

of 2,131 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Goelzer Investment Management, Inc. holds $19,523,789 across 5 Insurance - Property & Casualty names. CB ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	36,668	$12,104,840
2	THG	Hanover Insurance Group, Inc.	22,529	$4,823,909
3	PGR	Progressive Corp/Oh/	4,975	$1,086,788
4	ALL	Allstate Corp	3,300	$785,202
5	CB	Chubb Ltd This page	2,122	$723,050

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,050	2,122	-9.7%	Shares	Sole	2026-07-15
2026-03-31	$766,261	2,351	+21.6%	Shares	Sole	2026-04-09
2025-12-31	$603,327	1,933	+11.2%	Shares	Sole	2026-01-14
2025-09-30	$490,550	1,738	+1.8%	Shares	Sole	2025-10-14
2025-06-30	$494,552	1,707	0.0%	Shares	Sole	2025-07-09
2025-03-31	$515,496	1,707	+27.4%	Shares	Sole	2025-04-29
2024-12-31	$370,242	1,340	+10.4%	Shares	Sole	2025-01-21
2024-09-30	$350,105	1,214	+4.5%	Shares	Sole	2024-10-04
2024-06-30	$296,402	1,162	-5.7%	Shares	Sole	2024-08-09
2024-03-31	$319,248	1,232	0.0%	Shares	Sole	2024-05-02
2023-12-31	$278,432	1,232	+7.6%	Shares	Sole	2024-02-08
2022-12-31	$252,587	1,145	-82.8%	Shares	Sole	2023-01-20
2020-09-30	$773,475	6,661	0.0%	Shares	Sole	2020-10-27
2020-06-30	$843,415	6,661	+1.1%	Shares	Sole	2020-08-12
2020-03-31	$735,590	6,586	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.