Sowell Financial Services LLC

Position in CB — Chubb Ltd

CIK 1633697 NORTH LITTLE ROCK, AR

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$2,465,594

+$149,210 QoQ

Shares Held

7,236

+1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#796

of 2,131 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sowell Financial Services LLC holds $12,066,284 across 10 Insurance - Property & Casualty names. CB ranks #3 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	14,315	$3,406,111
2	UVE	Universal Insurance Holdings, Inc.	80,634	$3,335,022
3	CB	Chubb Ltd This page	7,236	$2,465,594
4	MKL	Markel Group Inc.	543	$1,060,484
5	PGR	Progressive Corp/Oh/	2,743	$599,208
6	L	Loews Corp	2,463	$278,836
7	WRB	Berkley W R Corp	3,443	$242,834
8	AFG	American Financial Group Inc	1,708	$239,017

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,465,594	7,236	+1.8%	Shares	Sole	2026-07-20
2026-03-31	$2,316,384	7,107	+317.3%	Shares	Sole	2026-04-20
2025-12-31	$531,540	1,703	+23.0%	Shares	Sole	2026-01-21
2025-09-30	$390,634	1,384	-18.0%	Shares	Sole	2025-10-17
2025-06-30	$489,047	1,688	-22.8%	Shares	Sole	2025-07-14
2025-03-31	$660,452	2,187	-10.5%	Shares	Sole	2025-04-17
2021-03-31	$386,078	2,444	-35.6%	Shares	Sole	2021-05-07
2020-12-31	$584,280	3,796	-0.1%	Shares	Sole	2021-01-13
2020-09-30	$441,372	3,801	-3.8%	Shares	Sole	2020-11-12
2020-06-30	$500,402	3,952	-11.3%	Shares	Sole	2020-08-13
2020-03-31	$497,355	4,453	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.