NorthRock Partners, LLC

Position in CB — Chubb Ltd

CIK 1632097 MINNEAPOLIS, MN

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$345,851

-$1,264 QoQ

Shares Held

1,015

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,544

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $33,601,183 across 6 Insurance - Property & Casualty names. CB ranks #6 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	133,547	$29,173,342
2	TRV	Travelers Companies, Inc.	4,430	$1,462,431
3	ALL	Allstate Corp	6,096	$1,450,482
4	AIZ	Assurant, Inc.	3,056	$820,627
5	AFG	American Financial Group Inc	2,490	$348,450
6	CB	Chubb Ltd This page	1,015	$345,851

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,851	1,015	-4.7%	Shares	Sole	2026-08-11
2026-03-31	$347,115	1,065	-18.1%	Shares	Sole	2026-05-15
2025-12-31	$406,068	1,301	-80.1%	Shares	Sole	2026-02-17
2025-09-30	$1,846,761	6,543	+36.8%	Shares	Sole	2025-11-14
2025-06-30	$1,385,441	4,782	+56.4%	Shares	Sole	2025-11-14
2025-03-31	$923,485	3,058	+0.4%	Shares	Sole	2025-05-08
2024-12-31	$841,333	3,045	-4.8%	Shares	Sole	2025-04-22
2024-09-30	$922,271	3,198	+4.4%	Shares	Sole	2025-04-22
2024-06-30	$781,054	3,062	+11.7%	Shares	Sole	2025-04-22
2024-03-31	$710,275	2,741	+2.7%	Shares	Sole	2025-04-22
2023-12-31	$603,194	2,669	+133.7%	Shares	Sole	2025-04-22
2023-09-30	$237,741	1,142	+1.0%	Shares	Sole	2023-10-24
2023-06-30	$217,785	1,131	-8.7%	Shares	Sole	2023-08-02
2023-03-31	$240,589	1,239	-21.6%	Shares	Sole	2023-05-04
2022-12-31	$348,768	1,581	+18.3%	Shares	Sole	2023-02-01
2022-09-30	$242,991	1,336	-15.2%	Shares	Sole	2022-11-02
2022-06-30	$309,810	1,576	+24.1%	Shares	Sole	2022-08-04
2022-03-31	$271,653	1,270	+21.6%	Shares	Sole	2022-05-05
2021-12-31	$201,815	1,044	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.