TD PRIVATE CLIENT WEALTH LLC

Position in CB — Chubb Ltd

CIK 1551017 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,130,987

+$642,139 QoQ

Shares Held

6,254

+36.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#836

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

TD PRIVATE CLIENT WEALTH LLC holds $10,944,177 across 21 Insurance - Property & Casualty names. CB ranks #2 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,130	$2,353,755
2	CB	Chubb Ltd This page	6,254	$2,130,987
3	WRB	Berkley W R Corp	24,854	$1,752,952
4	PGR	Progressive Corp/Oh/	7,294	$1,593,374
5	ALL	Allstate Corp	5,024	$1,195,410
6	MKL	Markel Group Inc.	488	$953,068
7	AIZ	Assurant, Inc.	1,581	$424,545
8	THG	Hanover Insurance Group, Inc.	1,976	$423,101

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,130,987	6,254	+36.9%	Shares	Defined	2026-08-04
2026-03-31	$1,488,848	4,568	-1.9%	Shares	Defined	2026-04-27
2025-12-31	$1,453,854	4,658	+0.5%	Shares	Defined	2026-02-05
2025-09-30	$1,308,793	4,637	-17.7%	Shares	Defined	2025-10-27
2025-06-30	$1,632,572	5,635	+11.8%	Shares	Defined	2025-07-15
2025-03-31	$1,522,331	5,041	-4.2%	Shares	Defined	2025-04-29
2024-12-31	$1,454,443	5,264	-22.6%	Shares	Defined	2025-02-11
2024-09-30	$1,961,628	6,802	+11.3%	Shares	Defined	2024-11-18
2024-06-30	$1,559,304	6,113	-0.0%	Shares	Defined	2024-08-14
2024-03-31	$1,584,579	6,115	+3.1%	Shares	Defined	2024-08-16
2023-12-31	$1,341,084	5,934	-7.2%	Shares	Defined	2024-08-16
2023-09-30	$1,331,311	6,395	+16.0%	Shares	Defined	2024-08-16
2023-06-30	$1,061,968	5,515	+5.1%	Shares	Defined	2024-08-16
2023-03-31	$1,019,056	5,248	+10.3%	Shares	Defined	2024-08-16
2022-12-31	$1,050,056	4,760	+0.6%	Shares	Defined	2024-08-16
2022-09-30	$860,656	4,732	+2.7%	Shares	Defined	2024-08-16
2022-06-30	$905,447	4,606	-10.1%	Shares	Defined	2024-08-16
2022-03-31	$1,096,023	5,124	-22.6%	Shares	Defined	2024-08-16
2021-12-31	$1,280,098	6,622	-3.5%	Shares	Defined	2024-08-16
2021-09-30	$1,190,419	6,862	-28.7%	Shares	Defined	2024-08-16
2021-06-30	$1,529,797	9,625	-2.0%	Shares	Defined	2024-08-16
2021-03-31	$1,551,265	9,820	-7.1%	Shares	Defined	2024-08-16
2020-12-31	$1,626,780	10,569	-7.6%	Shares	Defined	2024-08-16
2020-09-30	$1,328,877	11,444	-3.8%	Shares	Defined	2024-08-16
2020-06-30	$1,506,398	11,897	+2.1%	Shares	Defined	2024-08-16
2020-03-31	$1,301,635	11,654	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.