MV CAPITAL MANAGEMENT, INC.

Position in CB — Chubb Ltd

CIK 1633366 BETHESDA, MD

Position in CB

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

Position Value

$4,208,479

+$420,847 QoQ

Shares Held

12,351

+6.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#640

of 2,130 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $4,586,724 across 16 Insurance - Property & Casualty names. CB ranks #1 (91.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	12,351	$4,208,479
2	TRV	Travelers Companies, Inc.	613	$202,363
3	PGR	Progressive Corp/Oh/	422	$92,185
4	ALL	Allstate Corp	127	$30,218
5	L	Loews Corp	144	$16,302
6	WRB	Berkley W R Corp	119	$8,393
7	AIZ	Assurant, Inc.	24	$6,444
8	WTM	White Mountains Insurance Group Ltd	3	$6,220

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,208,479	12,351	+6.3%	Shares	Sole	2026-07-30
2026-03-31	$3,787,632	11,621	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$3,640,879	11,665	+1.9%	Shares	Sole	2026-02-23
2025-09-30	$3,232,327	11,452	+12.2%	Shares	Sole	2026-02-23
2025-06-30	$2,956,592	10,205	-2.9%	Shares	Sole	2025-08-08
2025-03-31	$3,173,310	10,508	+3.2%	Shares	Sole	2025-04-15
2024-12-31	$2,813,286	10,182	+0.3%	Shares	Sole	2025-02-12
2024-09-30	$2,928,312	10,154	-20.2%	Shares	Sole	2024-11-04
2024-06-30	$3,247,678	12,732	+0.8%	Shares	Sole	2024-08-01
2024-03-31	$3,273,589	12,633	+3.2%	Shares	Sole	2024-04-18
2023-12-31	$2,766,240	12,240	+0.8%	Shares	Sole	2024-01-29
2023-09-30	$2,527,513	12,141	+2.2%	Shares	Sole	2023-11-07
2023-06-30	$2,287,612	11,880	-1.1%	Shares	Sole	2023-08-03
2023-03-31	$2,331,907	12,009	+0.9%	Shares	Sole	2023-04-26
2022-12-31	$2,624,698	11,898	+1.0%	Shares	Sole	2023-01-27
2022-09-30	$2,142,182	11,778	+1.1%	Shares	Sole	2022-10-24
2022-06-30	$2,289,763	11,648	+0.1%	Shares	Sole	2022-07-19
2022-03-31	$2,488,726	11,635	+1.0%	Shares	Sole	2022-05-09
2021-12-31	$2,227,511	11,523	+2.6%	Shares	Sole	2022-02-02
2021-09-30	$1,948,180	11,230	+5.4%	Shares	Sole	2021-11-12
2021-06-30	$1,693,505	10,655	+6.1%	Shares	Sole	2021-08-03
2021-03-31	$1,587,124	10,047	+27.7%	Shares	Sole	2021-05-12
2020-12-31	$1,211,196	7,869	+25.7%	Shares	Sole	2021-02-08
2020-09-30	$726,678	6,258	+14.0%	Shares	Sole	2020-11-12
2020-06-30	$695,017	5,489	+13.3%	Shares	Sole	2020-08-04
2020-03-31	$541,026	4,844	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.