Merit Financial Group, LLC

Position in CB — Chubb Ltd

CIK 1621225 ALPHARETTA, GA

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$17,509,260

+$1,140,733 QoQ

Shares Held

51,386

+2.3% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#340

of 2,131 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Merit Financial Group, LLC holds $42,425,698 across 19 Insurance - Property & Casualty names. CB ranks #1 (41.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	51,386	$17,509,260
2	TRV	Travelers Companies, Inc.	20,474	$6,758,873
3	ALL	Allstate Corp	24,418	$5,810,014
4	PGR	Progressive Corp/Oh/	16,667	$3,640,901
5	CINF	Cincinnati Financial Corp	7,377	$1,365,772
6	ORI	Old Republic International Corp	24,501	$1,002,578
7	THG	Hanover Insurance Group, Inc.	4,083	$874,250
8	WRB	Berkley W R Corp	10,844	$764,822

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,509,260	51,386	+2.3%	Shares	Other	2026-07-20
2026-03-31	$16,368,527	50,221	+14.8%	Shares	Other	2026-04-15
2025-12-31	$13,659,618	43,764	+22.5%	Shares	Other	2026-01-26
2025-09-30	$10,085,354	35,732	+15.0%	Shares	Other	2025-11-07
2025-06-30	$8,998,413	31,059	+101.4%	Shares	Sole	2025-07-22
2025-03-31	$4,657,289	15,422	+70.1%	Shares	Sole	2025-04-09
2024-12-31	$2,505,212	9,067	+47.5%	Shares	Sole	2025-01-15
2024-09-30	$1,773,021	6,148	-19.1%	Shares	Sole	2024-10-17
2024-06-30	$1,938,608	7,600	+3.8%	Shares	Sole	2024-08-13
2024-03-31	$1,896,831	7,320	+50.5%	Shares	Sole	2024-05-06
2023-12-31	$1,099,490	4,865	-3.8%	Shares	Sole	2024-02-06
2023-09-30	$1,052,766	5,057	+17.1%	Shares	Sole	2023-11-07
2023-06-30	$831,474	4,318	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.