Joel Isaacson & Co., LLC

Position in CB — Chubb Ltd

CIK 1599330 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$2,641,075

+$399,003 QoQ

Shares Held

7,751

+12.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#779

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

Joel Isaacson & Co., LLC holds $4,944,530 across 4 Insurance - Property & Casualty names. CB ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	7,751	$2,641,075
2	TRV	Travelers Companies, Inc.	5,096	$1,682,291
3	ALL	Allstate Corp	1,474	$350,723
4	PGR	Progressive Corp/Oh/	1,238	$270,441

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,641,075	7,751	+12.7%	Shares	Sole	2026-08-04
2026-03-31	$2,242,072	6,879	+1.3%	Shares	Sole	2026-04-23
2025-12-31	$2,118,982	6,789	-13.4%	Shares	Sole	2026-01-30
2025-09-30	$2,213,969	7,844	0.0%	Shares	Sole	2025-10-30
2025-06-30	$2,272,563	7,844	-0.8%	Shares	Sole	2025-07-23
2025-03-31	$2,387,230	7,905	-4.5%	Shares	Sole	2025-04-25
2024-12-31	$2,288,040	8,281	+230.1%	Shares	Sole	2025-01-28
2024-09-30	$723,570	2,509	0.0%	Shares	Sole	2024-10-23
2024-06-30	$639,995	2,509	+3.5%	Shares	Sole	2024-07-24
2024-03-31	$628,390	2,425	0.0%	Shares	Sole	2024-04-30
2023-12-31	$548,050	2,425	0.0%	Shares	Sole	2024-02-12
2023-09-30	$504,836	2,425	-1.0%	Shares	Sole	2023-10-24
2023-06-30	$471,772	2,450	0.0%	Shares	Sole	2023-07-27
2023-03-31	$475,741	2,450	0.0%	Shares	Sole	2023-04-25
2022-12-31	$540,470	2,450	+4.3%	Shares	Sole	2023-01-27
2022-09-30	$427,418	2,350	+19.0%	Shares	Sole	2022-10-14
2022-06-30	$388,245	1,975	0.0%	Shares	Sole	2022-07-15
2022-03-31	$422,452	1,975	+1.0%	Shares	Sole	2022-04-21
2021-12-31	$377,921	1,955	0.0%	Shares	Sole	2022-01-19
2021-09-30	$339,153	1,955	0.0%	Shares	Sole	2021-10-21
2021-06-30	$310,727	1,955	-5.5%	Shares	Sole	2021-07-20
2021-03-31	$326,839	2,069	+5.8%	Shares	Sole	2021-04-23
2020-12-31	$300,913	1,955	0.0%	Shares	Sole	2021-01-22
2020-09-30	$227,014	1,955	-0.4%	Shares	Sole	2020-10-14
2020-06-30	$248,555	1,963	-2.0%	Shares	Sole	2020-07-21
2020-03-31	$223,826	2,004	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.