RFG Advisory, LLC

Position in CB — Chubb Ltd

CIK 1633387 BIRMINGHAM, AL

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$694,087

+$228,334 QoQ

Shares Held

2,037

+42.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,236

of 2,131 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RFG Advisory, LLC holds $3,198,407 across 5 Insurance - Property & Casualty names. CB ranks #2 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	665	$1,298,751
2	CB	Chubb Ltd This page	2,037	$694,087
3	ALL	Allstate Corp	1,912	$454,941
4	PGR	Progressive Corp/Oh/	1,727	$377,263
5	TRV	Travelers Companies, Inc.	1,131	$373,365

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,087	2,037	+42.5%	Shares	Sole	2026-07-15
2026-03-31	$465,753	1,429	+2.0%	Shares	Sole	2026-04-20
2025-12-31	$437,280	1,401	-3.0%	Shares	Sole	2026-02-03
2025-09-30	$407,851	1,445	-29.4%	Shares	Sole	2025-11-06
2025-06-30	$593,346	2,048	-23.6%	Shares	Sole	2025-07-28
2025-03-31	$809,937	2,682	+9.8%	Shares	Sole	2025-04-09
2024-12-31	$674,724	2,442	+111.4%	Shares	Sole	2025-01-21
2024-09-30	$333,090	1,155	-24.8%	Shares	Sole	2024-10-17
2024-06-30	$391,547	1,535	+7.9%	Shares	Sole	2024-07-15
2024-03-31	$368,741	1,423	+36.4%	Shares	Sole	2024-04-11
2023-12-31	$235,718	1,043	-9.8%	Shares	Sole	2024-01-25
2023-09-30	$240,656	1,156	-14.5%	Shares	Sole	2023-10-16
2023-06-30	$260,341	1,352	-12.7%	Shares	Sole	2023-08-03
2023-03-31	$300,590	1,548	-6.0%	Shares	Sole	2023-05-09
2022-12-31	$363,328	1,647	-44.7%	Shares	Sole	2023-02-15
2020-06-30	$377,200	2,979	+11.4%	Shares	Sole	2020-08-03
2020-03-31	$298,659	2,674	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.