USA FINANCIAL FORMULAS

Position in CB — Chubb Ltd

CIK 1633716 ADA, MI

Position in CB

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$70,726

-$43,509 QoQ

Shares Held

217

-40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

USA FINANCIAL FORMULAS holds $331,718 across 5 Insurance - Property & Casualty names. CB ranks #3 (21.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	489	$101,389
2	AIZ	Assurant, Inc.	426	$92,787
3	CB	Chubb Ltd This page	217	$70,726
4	CINF	Cincinnati Financial Corp	420	$66,087
5	WRB	Berkley W R Corp	11	$729

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$70,726	217	-40.7%	Shares	Sole	2026-04-14
2025-12-31	$114,235	366	-29.1%	Shares	Sole	2026-01-14
2025-09-30	$145,641	516	-62.6%	Shares	Sole	2025-10-10
2025-06-30	$399,813	1,380	+0.3%	Shares	Sole	2025-07-18
2025-03-31	$415,538	1,376	-23.0%	Shares	Sole	2025-04-15
2024-12-31	$493,471	1,786	-26.5%	Shares	Sole	2025-01-14
2024-09-30	$700,787	2,430	-63.5%	Shares	Sole	2024-10-08
2024-06-30	$1,696,026	6,649	+0.2%	Shares	Sole	2024-07-12
2024-03-31	$1,719,845	6,637	+275.4%	Shares	Sole	2024-04-30
2023-12-31	$399,568	1,768	+8319.0%	Shares	Sole	2024-02-07
2023-09-30	$4,371	21	0.0%	Shares	Sole	2023-11-27
2023-06-30	$4,043	21	0.0%	Shares	Sole	2023-11-27
2023-03-31	$4,077	21	+110.0%	Shares	Sole	2023-11-27
2022-09-30	$1,818	10	-99.7%	Shares	Sole	2022-10-24
2022-06-30	$715,158	3,638	+36280.0%	Shares	Sole	2022-08-15
2022-03-31	$2,139	10	0.0%	Shares	Sole	2022-08-16
2021-12-31	$1,933	10	0.0%	Shares	Sole	2022-02-10
2021-09-30	$1,734	10	0.0%	Shares	Sole	2021-11-08
2021-06-30	$1,589	10	-33.3%	Shares	Sole	2021-07-29
2020-06-30	$1,899	15	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.