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Equibles

NewEdge Advisors, LLC

Position in CB — Chubb Ltd

CIK 1633516 NEW ORLEANS, LA
Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$33,934,296
+$2,438,377 QoQ
Shares Held
99,590
+3.1% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#238
of 2,141 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 2% Shared 0% None 98%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

NewEdge Advisors, LLC holds $70,248,848 across 21 Insurance - Property & Casualty names. CB ranks #1 (48.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
This page 		99,590 $33,934,296
2 ALL
Allstate Corp
 49,772 $11,842,749
3 PGR
Progressive Corp/Oh/
 38,391 $8,386,513
4 CINF
Cincinnati Financial Corp
 19,281 $3,569,684
5 TRV
Travelers Companies, Inc.
 8,459 $2,792,485
6 MKL
Markel Group Inc.
 1,266 $2,472,510
7 WRB
Berkley W R Corp
 34,493 $2,432,791
8 ORI
Old Republic International Corp
 27,780 $1,136,757

All Filings in CB

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $33,934,296 99,590
2026-03-31 $31,495,919 96,634
2025-12-31 $32,292,871 103,463
2025-09-30 $21,490,232 76,139
2025-06-30 $18,448,790 63,678
2025-03-31 $18,692,879 61,899
2024-12-31 $20,697,909 74,911
2024-09-30 $19,584,276 67,909
2024-06-30 $17,472,980 68,500
2024-03-31 $17,739,262 68,457
2023-12-31 $17,150,462 75,887
2023-09-30 $15,688,652 75,361
2023-06-30 $38,857,067 201,792
2023-03-31 $39,000,470 200,847
2022-12-31 $7,541,052 183,544
2022-09-30 $32,065,625 176,301
2022-06-30 $29,408,368 149,600
2022-03-31 $7,544,466 35,271
2021-12-31 $4,766,444 24,657
2021-09-30 $1,787,017 10,301
2021-06-30 $2,316,709 14,576
2021-03-31 $2,218,372 14,043
2020-12-31 $1,997,727 12,979
2020-09-30 $2,160,412 18,605
2020-06-30 $1,951,340 15,411
2020-03-31 $1,009,677 9,040