Capital Analysts, LLC

Position in CB — Chubb Ltd

CIK 1624758 FORT WASHINGTON, PA

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$420,131

+$33,579 QoQ

Shares Held

1,233

+4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,450

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

Capital Analysts, LLC holds $1,676,387 across 6 Insurance - Property & Casualty names. CB ranks #3 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,919	$637,655
2	ALL	Allstate Corp	1,829	$435,192
3	CB	Chubb Ltd This page	1,233	$420,131
4	MKL	Markel Group Inc.	52	$101,556
5	AFG	American Financial Group Inc	500	$69,970
6	TRV	Travelers Companies, Inc.	36	$11,883

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$420,131	1,233	+4.0%	Shares	Defined	2026-08-05
2026-03-31	$386,552	1,186	+24.1%	Shares	Defined	2026-05-14
2025-12-31	$298,386	956	+22.9%	Shares	Defined	2026-05-15
2025-09-30	$219,589	778	-16.5%	Shares	Defined	2025-11-14
2025-06-30	$270,019	932	-0.1%	Shares	Defined	2025-08-13
2025-03-31	$281,756	933	+1.5%	Shares	Defined	2025-05-14
2024-12-31	$253,919	919	+0.8%	Shares	Defined	2025-02-14
2024-09-30	$263,011	912	+5.8%	Shares	Defined	2024-11-13
2024-06-30	$219,878	862	+17.0%	Shares	Defined	2024-08-14
2024-03-31	$190,978	737	+43.4%	Shares	Defined	2024-05-14
2023-12-31	$116,164	514	+419.2%	Shares	Defined	2024-01-30
2023-09-30	$20,609	99	+11.2%	Shares	Defined	2023-11-13
2023-06-30	$17,137	89	+3.5%	Shares	Defined	2023-08-11
2023-03-31	$16,699	86	-12.2%	Shares	Defined	2023-05-05
2022-12-31	$21,618	98	+58.1%	Shares	Defined	2023-02-08
2022-09-30	$11,276	62	0.0%	Shares	Defined	2022-11-14
2022-06-30	$12,187	62	0.0%	Shares	Defined	2022-08-12
2022-03-31	$13,261	62	0.0%	Shares	Defined	2022-05-12
2021-12-31	$11,985	62	0.0%	Shares	Defined	2022-02-10
2021-09-30	$10,755	62	0.0%	Shares	Defined	2021-11-04
2021-06-30	$9,854	62	0.0%	Shares	Defined	2021-11-15
2021-03-31	$9,794	62	0.0%	Shares	Defined	2021-05-17
2020-12-31	$9,543	62	-47.5%	Shares	Sole	2021-02-16
2020-09-30	$13,702	118	-99.4%	Shares	Sole	2020-11-12
2020-06-30	$2,439,587	19,267	+1.2%	Shares	Sole	2020-08-07
2020-03-31	$2,125,684	19,032	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.