BEACON FINANCIAL GROUP

Position in CB — Chubb Ltd

CIK 1591379 DALLAS, TX

Position in CB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,337,207

+$28,692 QoQ

Shares Held

9,794

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#701

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $8,188,679 across 6 Insurance - Property & Casualty names. CB ranks #1 (40.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	9,794	$3,337,207
2	TRV	Travelers Companies, Inc.	5,410	$1,785,949
3	L	Loews Corp	14,552	$1,647,431
4	PGR	Progressive Corp/Oh/	3,747	$818,532
5	WRB	Berkley W R Corp	5,261	$371,058
6	MKL	Markel Group Inc.	117	$228,502

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,337,207	9,794	-3.5%	Shares	Sole	2026-07-16
2026-03-31	$3,308,515	10,151	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.