Allworth Financial LP

Position in CB — Chubb Ltd

CIK 1555170 FOLSOM, CA

Position in CB

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

Position Value

$25,137,677

+$1,637,538 QoQ

Shares Held

77,126

+2.4% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.032414490573866146.ToString("F0")% Shared 0.ToString("F0")% None 99.96758550942614.ToString("F0")%

Financial Services · as of Mar 31, 2026

Allworth Financial LP holds $71,369,885 across 43 Insurance - Property & Casualty names. CB ranks #1 (35.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	77,126	$25,137,677
2	TRV	Travelers Companies, Inc.	52,086	$15,192,444
3	ALL	Allstate Corp	63,597	$13,186,201
4	AFG	American Financial Group Inc	50,770	$6,483,836
5	SLDE	Slide Insurance Holdings, Inc.	220,084	$3,961,512
6	PGR	Progressive Corp/Oh/	10,238	$2,029,581
7	ORI	Old Republic International Corp	46,040	$1,836,996
8	CINF	Cincinnati Financial Corp	6,222	$979,031

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,137,677	77,126	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$23,500,139	75,292	+7.1%	Shares	Sole	2026-02-05
2025-09-30	$19,836,530	70,280	+4.0%	Shares	Sole	2025-12-02
2025-06-30	$19,576,090	67,569	+4.7%	Shares	Sole	2025-08-07
2025-03-31	$19,484,998	64,522	-0.3%	Shares	Sole	2025-04-30
2024-12-31	$17,872,189	64,684	+551.9%	Shares	Sole	2025-01-30
2024-09-30	$2,861,693	9,923	+9.0%	Shares	Sole	2024-10-23
2024-06-30	$2,321,228	9,100	+2.6%	Shares	Sole	2024-07-24
2024-03-31	$2,299,001	8,872	+16.0%	Shares	Sole	2024-04-25
2023-12-31	$1,728,674	7,649	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$1,598,197	7,677	+2.3%	Shares	Sole	2023-10-31
2023-06-30	$1,444,392	7,501	+4.5%	Shares	Sole	2023-07-18
2023-03-31	$1,393,435	7,176	+1.7%	Shares	Sole	2023-04-18
2022-12-31	$1,556,553	7,056	+2.2%	Shares	Sole	2023-01-13
2022-09-30	$1,255,699	6,904	+9.5%	Shares	Sole	2022-11-14
2022-06-30	$1,239,043	6,303	+24.2%	Shares	Sole	2022-07-13
2022-03-31	$1,085,756	5,076	+0.4%	Shares	Sole	2022-04-22
2021-12-31	$977,761	5,058	+14.0%	Shares	Sole	2022-01-21
2021-09-30	$769,904	4,438	+9.2%	Shares	Sole	2021-11-02
2021-06-30	$646,091	4,065	-0.8%	Shares	Sole	2021-08-02
2021-03-31	$647,519	4,099	+0.9%	Shares	Sole	2021-04-29
2020-12-31	$625,223	4,062	-28.6%	Shares	Sole	2021-01-26
2020-09-30	$661,071	5,693	-0.6%	Shares	Sole	2020-11-03
2020-06-30	$725,152	5,727	-21.6%	Shares	Sole	2020-07-24
2020-03-31	$815,895	7,305	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.