Tradewinds Capital Management, LLC

Position in CB — Chubb Ltd

CIK 1616026 BELLINGHAM, WA

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$41,911

-$2,089 QoQ

Shares Held

123

-8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,963

of 2,131 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Tradewinds Capital Management, LLC holds $638,208 across 4 Insurance - Property & Casualty names. CB ranks #3 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,532	$505,743
2	ALL	Allstate Corp	275	$65,433
3	CB	Chubb Ltd This page	123	$41,911
4	PGR	Progressive Corp/Oh/	115	$25,121

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$41,911	123	-8.9%	Shares	Sole	2026-07-24
2026-03-31	$44,000	135	0.0%	Shares	Sole	2026-04-15
2025-12-31	$42,136	135	0.0%	Shares	Sole	2026-01-14
2025-09-30	$38,103	135	+9.8%	Shares	Sole	2025-10-21
2025-06-30	$35,635	123	0.0%	Shares	Sole	2025-07-29
2025-03-31	$37,144	123	0.0%	Shares	Sole	2025-04-25
2024-12-31	$33,984	123	0.0%	Shares	Sole	2025-02-04
2024-09-30	$35,471	123	0.0%	Shares	Sole	2024-10-16
2024-06-30	$31,374	123	+2.5%	Shares	Sole	2024-07-18
2024-03-31	$31,095	120	0.0%	Shares	Sole	2024-04-19
2023-12-31	$27,120	120	0.0%	Shares	Sole	2024-02-01
2023-09-30	$24,981	120	0.0%	Shares	Sole	2023-10-30
2023-06-30	$23,107	120	0.0%	Shares	Sole	2023-07-20
2023-03-31	$23,301	120	-15.5%	Shares	Sole	2023-04-10
2022-12-31	$31,325	142	+18.3%	Shares	Sole	2023-01-23
2022-09-30	$21,825	120	0.0%	Shares	Sole	2022-10-18
2022-06-30	$23,589	120	0.0%	Shares	Sole	2022-07-21
2022-03-31	$25,668	120	0.0%	Shares	Sole	2022-04-25
2021-12-31	$23,197	120	0.0%	Shares	Sole	2022-02-02
2021-09-30	$20,817	120	0.0%	Shares	Sole	2021-11-04
2021-06-30	$19,072	120	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.