IFP Advisors, Inc

Position in CB — Chubb Ltd

CIK 1641866 TAMPA, FL

Position in CB

as of Mar 31, 2026 · filed Apr 13, 2026 Compact

Position Value

$1,737,858

+$81,438 QoQ

Shares Held

5,332

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

IFP Advisors, Inc holds $11,997,561 across 41 Insurance - Property & Casualty names. CB ranks #2 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	18,427	$5,374,787
2	CB	Chubb Ltd This page	5,332	$1,737,858
3	PGR	Progressive Corp/Oh/	5,749	$1,139,681
4	ORI	Old Republic International Corp	18,637	$743,616
5	ALL	Allstate Corp	2,893	$599,834
6	KNSL	Kinsale Capital Group, Inc.	1,689	$577,063
7	CINF	Cincinnati Financial Corp	3,357	$528,223
8	UVE	Universal Insurance Holdings, Inc.	4,326	$147,776

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,737,858	5,332	+0.5%	Shares	Sole	2026-04-13
2025-12-31	$1,656,420	5,307	+14.8%	Shares	Sole	2026-02-06
2025-09-30	$1,305,124	4,624	+16.4%	Shares	Sole	2026-02-06
2025-06-30	$1,150,478	3,971	+9.3%	Shares	Sole	2025-07-24
2025-03-31	$1,096,827	3,632	-4.6%	Shares	Sole	2025-05-05
2024-12-31	$1,052,150	3,808	+106.6%	Shares	Sole	2025-02-04
2024-09-30	$531,502	1,843	+80.0%	Shares	Sole	2025-02-04
2024-06-30	$261,201	1,024	+35.1%	Shares	Sole	2024-07-30
2024-03-31	$196,420	758	+1.2%	Shares	Sole	2024-07-30
2023-12-31	$169,274	749	-31.0%	Shares	Sole	2024-01-09
2023-09-30	$226,083	1,086	+34.7%	Shares	Sole	2023-10-12
2023-06-30	$155,203	806	+20.5%	Shares	Sole	2023-08-14
2023-03-31	$129,906	669	-80.5%	Shares	Sole	2023-04-18
2022-12-31	$755,775	3,426	-17.5%	Shares	Sole	2023-02-07
2022-09-30	$755,529	4,154	+18.2%	Shares	Sole	2022-11-08
2022-06-30	$690,978	3,515	0.0%	Shares	Sole	2022-09-06
2022-03-31	$751,858	3,515	+142.2%	Shares	Sole	2022-09-06
2021-12-31	$280,492	1,451	-58.9%	Shares	Sole	2022-01-12
2021-09-30	$612,037	3,528	+59.5%	Shares	Sole	2021-10-06
2021-06-30	$351,575	2,212	-28.3%	Shares	Sole	2021-07-13
2021-03-31	$487,179	3,084	+29.4%	Shares	Sole	2021-04-30
2020-12-31	$366,945	2,384	-17.3%	Shares	Sole	2021-01-25
2020-09-30	$334,890	2,884	+32.8%	Shares	Sole	2020-10-29
2020-06-30	$275,018	2,172	-2.2%	Shares	Sole	2020-08-05
2020-03-31	$247,951	2,220	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.