NAPLES GLOBAL ADVISORS, LLC

Position in CB — Chubb Ltd

CIK 1582151 NAPLES, FL

Position in CB

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,587,310

+$146,142 QoQ

Shares Held

10,528

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#678

of 2,130 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $9,793,418 across 5 Insurance - Property & Casualty names. CB ranks #1 (36.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	10,528	$3,587,310
2	TRV	Travelers Companies, Inc.	7,050	$2,327,346
3	ORI	Old Republic International Corp	45,049	$1,843,405
4	SAFT	Safety Insurance Group Inc	21,453	$1,605,971
5	WRB	Berkley W R Corp	6,088	$429,386

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,587,310	10,528	-0.3%	Shares	Sole	2026-07-23
2026-03-31	$3,441,168	10,558	+1.4%	Shares	Sole	2026-04-20
2025-12-31	$3,251,041	10,416	+11.0%	Shares	Sole	2026-02-04
2025-09-30	$2,647,787	9,381	+12.5%	Shares	Sole	2025-10-30
2025-06-30	$2,415,105	8,336	+7.0%	Shares	Sole	2025-07-18
2025-03-31	$2,351,898	7,788	-0.4%	Shares	Sole	2025-04-10
2024-12-31	$2,159,837	7,817	-0.4%	Shares	Sole	2025-01-29
2024-09-30	$2,264,149	7,851	-0.9%	Shares	Sole	2024-10-24
2024-06-30	$2,020,743	7,922	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$2,050,236	7,912	+0.3%	Shares	Sole	2024-04-29
2023-12-31	$1,783,592	7,892	+2.9%	Shares	Sole	2024-01-11
2023-09-30	$1,596,116	7,667	+2.6%	Shares	Sole	2023-10-16
2023-06-30	$1,439,000	7,473	+4.9%	Shares	Sole	2023-07-17
2023-03-31	$1,383,144	7,123	+0.4%	Shares	Sole	2023-04-17
2022-12-31	$1,565,818	7,098	0.0%	Shares	Sole	2023-04-17
2022-09-30	$1,290,984	7,098	+2.9%	Shares	Sole	2022-10-20
2022-06-30	$1,356,402	6,900	+0.9%	Shares	Sole	2022-08-11
2022-03-31	$1,463,076	6,840	-0.6%	Shares	Sole	2022-04-28
2021-12-31	$1,330,552	6,883	-1.3%	Shares	Sole	2022-02-04
2021-09-30	$1,209,676	6,973	-1.7%	Shares	Sole	2021-10-29
2021-06-30	$1,127,361	7,093	0.0%	Shares	Sole	2021-08-06
2021-03-31	$1,120,481	7,093	-1.4%	Shares	Sole	2021-05-10
2020-12-31	$1,107,454	7,195	+0.8%	Shares	Sole	2021-02-08
2020-09-30	$829,096	7,140	+2.1%	Shares	Sole	2020-10-26
2020-06-30	$885,327	6,992	+17.3%	Shares	Sole	2020-08-04
2020-03-31	$665,895	5,962	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.