Wealthspire Advisors, LLC

Position in CB — Chubb Ltd

CIK 1646247 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$3,360,718

+$1,947,486 QoQ

Shares Held

9,863

+127.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#697

of 2,131 holders

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $17,520,223 across 6 Insurance - Property & Casualty names. CB ranks #2 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	45,054	$9,842,046
2	CB	Chubb Ltd This page	9,863	$3,360,718
3	TRV	Travelers Companies, Inc.	5,496	$1,814,339
4	ALL	Allstate Corp	6,209	$1,477,369
5	MKL	Markel Group Inc.	328	$640,587
6	WRB	Berkley W R Corp	5,461	$385,164

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,360,718	9,863	+127.5%	Shares	Sole	2026-08-11
2026-03-31	$1,413,232	4,336	-34.7%	Shares	Sole	2026-05-01
2025-12-31	$2,073,413	6,643	+41.4%	Shares	Sole	2026-02-13
2025-09-30	$1,326,010	4,698	+39.4%	Shares	Sole	2025-11-14
2025-06-30	$976,646	3,371	-10.3%	Shares	Sole	2025-08-11
2025-03-31	$1,134,274	3,756	+0.4%	Shares	Sole	2025-05-09
2024-12-31	$1,033,638	3,741	-3.9%	Shares	Sole	2025-02-04
2024-09-30	$1,122,125	3,891	+5.8%	Shares	Sole	2024-11-13
2024-06-30	$938,184	3,678	+2.7%	Shares	Sole	2024-08-08
2024-03-31	$927,944	3,581	-2.3%	Shares	Sole	2024-05-06
2023-12-31	$828,742	3,667	+5.9%	Shares	Sole	2024-02-07
2023-09-30	$721,135	3,464	+53.8%	Shares	Sole	2023-11-06
2023-06-30	$433,645	2,252	-6.7%	Shares	Sole	2023-08-01
2023-03-31	$468,750	2,414	+7.3%	Shares	Sole	2023-05-09
2022-12-31	$496,350	2,250	+58.5%	Shares	Sole	2023-02-14
2022-09-30	$258,269	1,420	-31.5%	Shares	Sole	2022-11-14
2022-06-30	$407,510	2,073	+51.3%	Shares	Sole	2022-08-09
2021-12-31	$264,834	1,370	-69.7%	Shares	Sole	2022-02-14
2021-09-30	$784,997	4,525	+27.2%	Shares	Sole	2021-11-15
2021-03-31	$562,057	3,558	+71.3%	Shares	Sole	2021-05-17
2020-12-31	$319,691	2,077	-38.8%	Shares	Sole	2021-02-16
2020-03-31	$379,187	3,395	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.