Plancorp, LLC

Position in CB — Chubb Ltd

CIK 1599579 SAINT LOUIS, MO

Position in CB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$391,510

-$328,469 QoQ

Shares Held

1,149

-48.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,489

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Plancorp, LLC holds $1,474,952 across 4 Insurance - Property & Casualty names. CB ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,716	$408,305
2	CB	Chubb Ltd This page	1,149	$391,510
3	TRV	Travelers Companies, Inc.	1,169	$385,910
4	PGR	Progressive Corp/Oh/	1,324	$289,227

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$391,510	1,149	-48.0%	Shares	Sole	2026-07-14
2026-03-31	$719,979	2,209	-1.4%	Shares	Sole	2026-04-14
2025-12-31	$699,460	2,241	+0.6%	Shares	Sole	2026-02-05
2025-09-30	$628,570	2,227	-20.5%	Shares	Sole	2025-10-15
2025-06-30	$811,795	2,802	+10.9%	Shares	Sole	2025-07-16
2025-03-31	$762,826	2,526	-2.9%	Shares	Sole	2025-05-15
2024-12-31	$718,932	2,602	+8.9%	Shares	Sole	2025-02-11
2024-09-30	$689,252	2,390	+1.0%	Shares	Sole	2024-11-12
2024-06-30	$603,519	2,366	+1.4%	Shares	Sole	2024-08-09
2024-03-31	$604,809	2,334	+11.0%	Shares	Sole	2024-05-15
2023-12-31	$475,278	2,103	+11.4%	Shares	Sole	2024-02-09
2023-09-30	$393,043	1,888	+4.3%	Shares	Sole	2023-11-08
2023-06-30	$348,533	1,810	+7.5%	Shares	Sole	2023-07-26
2023-03-31	$326,804	1,683	-1.9%	Shares	Sole	2023-05-11
2022-12-31	$378,549	1,716	+8.1%	Shares	Sole	2023-02-14
2022-09-30	$288,643	1,587	-7.6%	Shares	Sole	2022-11-10
2022-06-30	$337,724	1,718	+1.5%	Shares	Sole	2022-08-04
2022-03-31	$361,918	1,692	+1.6%	Shares	Sole	2022-05-13
2021-12-31	$321,861	1,665	+2.0%	Shares	Sole	2022-02-11
2021-09-30	$283,119	1,632	+2.2%	Shares	Sole	2021-11-15
2021-06-30	$253,827	1,597	-0.8%	Shares	Sole	2021-08-13
2021-03-31	$254,331	1,610	+0.4%	Shares	Sole	2021-05-14
2020-12-31	$246,887	1,604	-13.3%	Shares	Sole	2021-02-09
2020-06-30	$234,373	1,851	-1.8%	Shares	Sole	2020-08-11
2020-03-31	$210,535	1,885	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.