EXENCIAL WEALTH ADVISORS, LLC

Position in CB — Chubb Ltd

CIK 1576151 OKLAHOMA CITY, OK

Position in CB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,276,248

-$28,790 QoQ

Shares Held

10,052

-5.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

20 quarters on record

Voting authority Sole 97% Shared 0% None 2%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $4,429,636 across 4 Insurance - Property & Casualty names. CB ranks #1 (74.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	10,052	$3,276,248
2	PGR	Progressive Corp/Oh/	2,479	$491,436
3	KMPR	KEMPER Corp	11,849	$362,105
4	TRV	Travelers Companies, Inc.	1,028	$299,847

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,276,248	10,052	-5.1%	Shares	Sole	2026-04-28
2025-12-31	$3,305,038	10,589	+10.3%	Shares	Sole	2026-01-30
2025-09-30	$2,710,164	9,602	-2.3%	Shares	Sole	2025-10-27
2025-06-30	$2,846,499	9,825	+5.6%	Shares	Sole	2025-07-30
2025-03-31	$2,809,714	9,304	+4.7%	Shares	Sole	2025-05-09
2024-12-31	$2,456,307	8,890	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$2,534,948	8,790	-4.2%	Shares	Sole	2024-10-31
2024-06-30	$2,340,103	9,174	+7.3%	Shares	Sole	2024-08-12
2024-03-31	$2,215,561	8,550	+9.2%	Shares	Sole	2024-05-10
2023-12-31	$1,770,258	7,833	-6.8%	Shares	Sole	2024-02-13
2023-09-30	$1,749,544	8,404	+37.4%	Shares	Sole	2023-11-08
2023-06-30	$1,178,082	6,118	+144.8%	Shares	Sole	2023-08-10
2023-03-31	$485,255	2,499	+7.3%	Shares	Sole	2023-05-02
2022-12-31	$513,777	2,329	+25.6%	Shares	Sole	2023-02-14
2022-09-30	$337,205	1,854	+0.2%	Shares	Sole	2022-11-08
2022-06-30	$363,673	1,850	+6.9%	Shares	Sole	2022-08-11
2022-03-31	$370,260	1,731	-35.8%	Shares	Sole	2022-05-12
2021-12-31	$520,970	2,695	+6.5%	Shares	Sole	2022-02-10
2021-06-30	$402,118	2,530	+2.7%	Shares	Sole	2021-08-16
2021-03-31	$389,238	2,464	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.