Dynamic Advisor Solutions LLC

Position in CB — Chubb Ltd

CIK 1599747 PHOENIX, AZ

Position in CB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,952,099

-$311,810 QoQ

Shares Held

5,729

-17.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#863

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

Dynamic Advisor Solutions LLC holds $5,901,628 across 6 Insurance - Property & Casualty names. CB ranks #1 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	5,729	$1,952,099
2	TRV	Travelers Companies, Inc.	4,902	$1,618,248
3	ALL	Allstate Corp	4,930	$1,173,044
4	WRB	Berkley W R Corp	8,661	$610,860
5	PGR	Progressive Corp/Oh/	1,567	$342,311
6	MKL	Markel Group Inc.	105	$205,066

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,952,099	5,729	-17.5%	Shares	Sole	2026-07-07
2026-03-31	$2,263,909	6,946	-1.4%	Shares	Sole	2026-04-08
2025-12-31	$2,199,197	7,046	-13.8%	Shares	Sole	2026-01-09
2025-09-30	$2,307,676	8,176	+1.3%	Shares	Sole	2025-10-09
2025-06-30	$2,338,040	8,070	-0.3%	Shares	Sole	2025-07-09
2025-03-31	$2,443,401	8,091	-3.9%	Shares	Sole	2025-04-17
2024-12-31	$2,325,340	8,416	-9.0%	Shares	Sole	2025-01-21
2024-09-30	$2,667,895	9,251	-5.8%	Shares	Sole	2024-10-07
2024-06-30	$2,504,120	9,817	-7.7%	Shares	Sole	2024-07-15
2024-03-31	$2,755,588	10,634	+1.9%	Shares	Sole	2024-04-12
2023-12-31	$2,357,406	10,431	+3.8%	Shares	Sole	2024-01-10
2023-09-30	$2,092,833	10,053	+3.0%	Shares	Sole	2023-10-11
2023-06-30	$1,879,000	9,758	+5.9%	Shares	Sole	2023-08-03
2023-03-31	$1,789,368	9,215	+9.0%	Shares	Sole	2023-04-11
2022-12-31	$1,864,290	8,451	+6.4%	Shares	Sole	2023-01-13
2022-09-30	$1,443,945	7,939	+1.4%	Shares	Sole	2022-10-20
2022-06-30	$1,539,024	7,829	+65.2%	Shares	Sole	2022-07-27
2022-03-31	$1,013,672	4,739	-15.8%	Shares	Sole	2022-04-11
2021-12-31	$1,087,755	5,627	+8.6%	Shares	Sole	2022-01-26
2021-09-30	$899,146	5,183	+5.6%	Shares	Sole	2021-10-28
2021-06-30	$780,236	4,909	+11.9%	Shares	Sole	2021-08-10
2021-03-31	$693,172	4,388	+1.9%	Shares	Sole	2021-04-27
2020-12-31	$663,087	4,308	-0.6%	Shares	Sole	2021-02-03
2020-09-30	$503,147	4,333	+6.4%	Shares	Sole	2020-10-27
2020-06-30	$515,470	4,071	+60.4%	Shares	Sole	2020-08-05
2020-03-31	$283,469	2,538	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.