Fiduciary Group, LLC

Position in CB — Chubb Ltd

CIK 1645890 SAVANNAH, GA

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,425,656

+$15,357 QoQ

Shares Held

4,184

-3.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#975

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Group, LLC holds $6,228,924 across 5 Insurance - Property & Casualty names. CB ranks #2 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKL	Markel Group Inc.	1,825	$3,564,243
2	CB	Chubb Ltd This page	4,184	$1,425,656
3	TRV	Travelers Companies, Inc.	1,317	$434,768
4	ALL	Allstate Corp	1,711	$407,115
5	PGR	Progressive Corp/Oh/	1,818	$397,142

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,425,656	4,184	-3.3%	Shares	Sole	2026-08-10
2026-03-31	$1,410,299	4,327	-2.1%	Shares	Sole	2026-05-11
2025-12-31	$1,380,194	4,422	-12.1%	Shares	Sole	2026-02-12
2025-09-30	$1,420,282	5,032	+9.3%	Shares	Sole	2025-11-12
2025-06-30	$1,334,160	4,605	+0.8%	Shares	Sole	2025-08-13
2025-03-31	$1,379,792	4,569	+8.4%	Shares	Sole	2025-04-28
2024-12-31	$1,164,604	4,215	+0.0%	Shares	Sole	2025-02-11
2024-09-30	$1,215,275	4,214	+3.0%	Shares	Sole	2024-11-13
2024-06-30	$1,043,787	4,092	+1.3%	Shares	Sole	2024-08-08
2024-03-31	$1,047,144	4,041	+4.7%	Shares	Sole	2024-05-13
2023-12-31	$872,134	3,859	-8.1%	Shares	Sole	2024-02-05
2023-09-30	$874,147	4,199	+7.3%	Shares	Sole	2023-11-13
2023-06-30	$753,872	3,915	+15.8%	Shares	Sole	2023-07-27
2023-03-31	$656,522	3,381	+12.4%	Shares	Sole	2023-05-15
2022-12-31	$663,785	3,009	+49.8%	Shares	Sole	2023-02-07
2022-09-30	$365,396	2,009	+26.4%	Shares	Sole	2022-11-14
2022-06-30	$312,365	1,589	+3.4%	Shares	Sole	2022-08-12
2022-03-31	$328,764	1,537	0.0%	Shares	Sole	2022-05-13
2021-12-31	$297,117	1,537	0.0%	Shares	Sole	2022-02-14
2021-09-30	$266,638	1,537	0.0%	Shares	Sole	2021-10-27
2021-06-30	$244,290	1,537	-6.1%	Shares	Sole	2021-08-05
2021-03-31	$258,596	1,637	-5.7%	Shares	Sole	2021-05-03
2020-12-31	$267,205	1,736	-1.8%	Shares	Sole	2021-02-12
2020-09-30	$205,300	1,768	-29.3%	Shares	Sole	2020-11-12
2020-06-30	$316,550	2,500	-3.8%	Shares	Sole	2020-08-14
2020-03-31	$290,170	2,598	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.