MARK SHEPTOFF FINANCIAL PLANNING, LLC

Position in CB — Chubb Ltd

CIK 1607355 GLASTONBURY, CT

Position in CB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$123,007

+$5,347 QoQ

Shares Held

361

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,876

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $839,149 across 3 Insurance - Property & Casualty names. CB ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,925	$635,481
2	CB	Chubb Ltd This page	361	$123,007
3	ALL	Allstate Corp	339	$80,661

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$123,007	361	0.0%	Shares	Sole	2026-08-13
2026-03-31	$117,660	361	0.0%	Shares	Sole	2026-05-11
2025-12-31	$112,675	361	0.0%	Shares	Sole	2026-02-12
2025-09-30	$101,892	361	-8.6%	Shares	Sole	2025-11-13
2025-06-30	$114,439	395	+9.4%	Shares	Sole	2025-08-06
2025-03-31	$109,018	361	0.0%	Shares	Sole	2025-05-13
2024-12-31	$99,744	361	0.0%	Shares	Sole	2025-02-12
2024-09-30	$104,108	361	0.0%	Shares	Sole	2024-11-14
2024-06-30	$92,083	361	0.0%	Shares	Sole	2024-08-12
2024-03-31	$93,545	361	0.0%	Shares	Sole	2024-05-10
2023-12-31	$81,586	361	0.0%	Shares	Sole	2024-02-09
2023-09-30	$75,152	361	0.0%	Shares	Sole	2023-11-13
2023-06-30	$69,514	361	0.0%	Shares	Sole	2023-08-10
2023-03-31	$70,098	361	0.0%	Shares	Sole	2023-05-11
2022-12-31	$79,636	361	0.0%	Shares	Sole	2023-02-14
2022-09-30	$65,658	361	0.0%	Shares	Sole	2022-11-09
2022-06-30	$70,965	361	0.0%	Shares	Sole	2022-08-11
2022-03-31	$77,217	361	-3.5%	Shares	Sole	2022-05-12
2021-12-31	$72,297	374	+3.6%	Shares	Sole	2022-02-11
2021-09-30	$62,626	361	0.0%	Shares	Sole	2021-11-10
2021-06-30	$57,377	361	0.0%	Shares	Sole	2021-08-12
2021-03-31	$57,027	361	0.0%	Shares	Sole	2021-05-11
2020-12-31	$55,565	361	0.0%	Shares	Sole	2021-02-11
2020-09-30	$41,919	361	0.0%	Shares	Sole	2020-11-12
2020-06-30	$45,709	361	0.0%	Shares	Sole	2020-08-10
2020-03-31	$40,320	361	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.