Brookstone Capital Management

Position in CB — Chubb Ltd

CIK 1599584 WHEATON, IL

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,577,285

+$89,415 QoQ

Shares Held

4,629

+1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#945

of 2,131 holders

Holding Since

Mar 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookstone Capital Management holds $24,335,458 across 8 Insurance - Property & Casualty names. CB ranks #3 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	57,502	$18,982,560
2	ALL	Allstate Corp	8,674	$2,063,891
3	CB	Chubb Ltd This page	4,629	$1,577,285
4	PGR	Progressive Corp/Oh/	2,626	$573,649
5	WRB	Berkley W R Corp	7,008	$494,274
6	CINF	Cincinnati Financial Corp	1,249	$231,239
7	ORI	Old Republic International Corp	5,099	$208,651
8	RLI	Rli Corp	3,452	$203,909

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,577,285	4,629	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$1,487,870	4,565	+0.6%	Shares	Sole	2026-04-16
2025-12-31	$1,416,088	4,537	-1.2%	Shares	Sole	2026-01-15
2025-09-30	$1,295,527	4,590	+112.5%	Shares	Sole	2025-10-15
2025-06-30	$625,795	2,160	+60.6%	Shares	Sole	2025-07-30
2025-03-31	$406,176	1,345	-0.5%	Shares	Sole	2025-04-29
2024-12-31	$373,557	1,352	+7.2%	Shares	Sole	2025-01-13
2024-09-30	$363,659	1,261	+25.0%	Shares	Sole	2024-10-08
2024-06-30	$257,375	1,009	+17.7%	Shares	Sole	2024-07-18
2024-03-31	$222,074	857	-6.2%	Shares	Sole	2024-04-15
2023-12-31	$206,564	914	-86.2%	Shares	Sole	2024-01-11
2022-06-30	$1,301,556	6,621	+275.1%	Shares	Sole	2022-07-11
2022-03-31	$377,533	1,765	—	Shares	Sole	2022-04-12
No filing history on record for this holder in this stock.