Regal Investment Advisors LLC

Position in CB — Chubb Ltd

CIK 1559789 KENTWOOD, MI

Position in CB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$648,600

+$67,745 QoQ

Shares Held

1,990

+6.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Regal Investment Advisors LLC holds $7,824,304 across 4 Insurance - Property & Casualty names. CB ranks #3 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	38,253	$6,019,109
2	CNA	Cna Financial Corp	20,283	$931,395
3	CB	Chubb Ltd This page	1,990	$648,600
4	PGR	Progressive Corp/Oh/	1,136	$225,200

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$648,600	1,990	+6.9%	Shares	Sole	2026-05-14
2025-12-31	$580,855	1,861	+33.3%	Shares	Sole	2026-02-17
2025-09-30	$394,021	1,396	+17.9%	Shares	Sole	2025-11-13
2025-06-30	$343,028	1,184	+39.5%	Shares	Sole	2025-08-11
2025-03-31	$256,389	849	+3.7%	Shares	Sole	2025-05-12
2024-06-30	$208,910	819	-26.5%	Shares	Sole	2024-08-15
2022-12-31	$245,969	1,115	—	Shares	Sole	2023-03-01
No filing history on record for this holder in this stock.