Avior Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1599868 OMAHA, NE

Position in CB

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

Position Value

$1,000,753

+$14,163 QoQ

Shares Held

2,937

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,096

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

Avior Wealth Management, LLC holds $4,745,081 across 6 Insurance - Property & Casualty names. CB ranks #3 (21.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WTM	White Mountains Insurance Group Ltd	619	$1,283,428
2	PGR	Progressive Corp/Oh/	4,880	$1,066,036
3	CB	Chubb Ltd This page	2,937	$1,000,753
4	WRB	Berkley W R Corp	7,799	$550,063
5	ALL	Allstate Corp	1,819	$432,812
6	TRV	Travelers Companies, Inc.	1,248	$411,989

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,000,753	2,937	-3.0%	Shares	Sole	2026-07-07
2026-03-31	$986,590	3,027	-28.3%	Shares	Sole	2026-04-09
2025-12-31	$1,316,834	4,219	-16.9%	Shares	Sole	2026-01-06
2025-09-30	$1,433,547	5,079	+34.9%	Shares	Sole	2025-11-14
2025-06-30	$1,090,795	3,765	+609.0%	Shares	Sole	2025-07-17
2025-03-31	$160,356	531	-88.0%	Shares	Sole	2025-04-21
2024-12-31	$1,219,035	4,412	+2.3%	Shares	Sole	2025-01-17
2024-09-30	$1,244,114	4,314	-0.2%	Shares	Sole	2024-11-08
2024-06-30	$1,102,455	4,322	+2.6%	Shares	Sole	2024-08-13
2024-03-31	$1,091,196	4,211	-3.4%	Shares	Sole	2024-04-30
2023-12-31	$985,586	4,361	-14.2%	Shares	Sole	2024-01-30
2023-09-30	$1,057,970	5,082	+14.9%	Shares	Sole	2023-10-17
2023-06-30	$851,692	4,423	+22.1%	Shares	Sole	2023-07-19
2023-03-31	$703,514	3,623	+11.1%	Shares	Sole	2023-05-10
2022-12-31	$719,156	3,260	+8.4%	Shares	Sole	2023-02-14
2022-09-30	$546,913	3,007	0.0%	Shares	Sole	2022-10-26
2022-06-30	$591,116	3,007	-16.5%	Shares	Sole	2022-08-10
2022-03-31	$770,681	3,603	-11.5%	Shares	Sole	2022-05-13
2021-12-31	$787,351	4,073	-21.2%	Shares	Sole	2022-02-14
2021-09-30	$896,718	5,169	-16.9%	Shares	Sole	2021-11-02
2021-06-30	$988,447	6,219	+28.7%	Shares	Sole	2021-07-27
2021-03-31	$763,152	4,831	+13.7%	Shares	Sole	2021-05-11
2020-12-31	$654,006	4,249	-22.8%	Shares	Sole	2021-02-09
2020-09-30	$638,776	5,501	+7.9%	Shares	Sole	2020-10-20
2020-06-30	$645,762	5,100	-15.8%	Shares	Other	2020-07-02
2020-03-31	$676,170	6,054	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.