LVW Advisors, LLC

Position in CB — Chubb Ltd

CIK 1576053 PITTSFORD, NY

Position in CB

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

Position Value

$3,254,407

-$138,850 QoQ

Shares Held

9,551

-8.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#707

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

LVW Advisors, LLC holds $5,723,578 across 5 Insurance - Property & Casualty names. CB ranks #1 (56.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	9,551	$3,254,407
2	TRV	Travelers Companies, Inc.	3,175	$1,048,131
3	WRB	Berkley W R Corp	9,348	$659,314
4	ALL	Allstate Corp	2,174	$517,281
5	PGR	Progressive Corp/Oh/	1,119	$244,445

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,254,407	9,551	-8.3%	Shares	Sole	2026-07-15
2026-03-31	$3,393,257	10,411	-1.3%	Shares	Sole	2026-04-20
2025-12-31	$3,292,241	10,548	+0.0%	Shares	Sole	2026-01-14
2025-09-30	$2,976,608	10,546	-9.1%	Shares	Sole	2025-10-20
2025-06-30	$3,361,910	11,604	+2.2%	Shares	Sole	2025-07-17
2025-03-31	$3,428,794	11,354	-1.7%	Shares	Sole	2025-04-09
2024-12-31	$3,192,922	11,556	-1.7%	Shares	Sole	2025-01-16
2024-09-30	$3,389,736	11,754	+0.3%	Shares	Sole	2024-10-09
2024-06-30	$2,988,007	11,714	+3.7%	Shares	Sole	2024-07-15
2024-03-31	$2,927,650	11,298	-2.3%	Shares	Sole	2024-04-18
2023-12-31	$2,612,334	11,559	-16.8%	Shares	Sole	2024-01-16
2023-09-30	$2,893,702	13,900	-19.8%	Shares	Sole	2023-10-11
2023-06-30	$3,336,487	17,327	-5.4%	Shares	Sole	2023-07-14
2023-03-31	$3,554,853	18,307	-3.4%	Shares	Sole	2023-05-03
2022-12-31	$4,180,149	18,949	+0.2%	Shares	Sole	2023-01-19
2022-09-30	$3,441,169	18,920	+1.4%	Shares	Sole	2022-10-14
2022-06-30	$3,667,396	18,656	-6.4%	Shares	Sole	2022-07-22
2022-03-31	$4,261,957	19,925	-0.1%	Shares	Sole	2022-05-02
2021-12-31	$3,855,567	19,945	-8.8%	Shares	Sole	2022-01-26
2021-09-30	$3,795,395	21,878	-1.5%	Shares	Sole	2021-11-02
2021-06-30	$3,531,487	22,219	+1.4%	Shares	Sole	2021-07-15
2021-03-31	$3,461,280	21,911	-7.0%	Shares	Sole	2021-04-19
2020-12-31	$3,626,355	23,560	-3.4%	Shares	Sole	2021-02-04
2020-09-30	$2,832,863	24,396	-7.4%	Shares	Sole	2020-10-29
2020-06-30	$3,334,790	26,337	+11.2%	Shares	Sole	2020-08-11
2020-03-31	$2,645,042	23,682	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.