Perpetual Ltd

Position in CB — Chubb Ltd

CIK 1647273 SYDNEY, NEW SOUTH WALES, C3

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,816,556

+$115,249 QoQ

Shares Held

8,266

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#747

of 2,131 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Perpetual Ltd holds $6,187,689 across 5 Insurance - Property & Casualty names. CB ranks #1 (45.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	8,266	$2,816,556
2	TRV	Travelers Companies, Inc.	4,129	$1,363,064
3	PGR	Progressive Corp/Oh/	5,961	$1,302,179
4	WRB	Berkley W R Corp	5,228	$368,730
5	ALL	Allstate Corp	1,417	$337,160

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,816,556	8,266	-0.3%	Shares	Sole	2026-07-15
2026-03-31	$2,701,307	8,288	-0.3%	Shares	Sole	2026-04-14
2025-12-31	$2,595,277	8,315	+10.3%	Shares	Sole	2026-01-20
2025-09-30	$2,127,318	7,537	+7.5%	Shares	Sole	2025-10-10
2025-06-30	$2,030,937	7,010	+3.2%	Shares	Sole	2025-07-11
2025-03-31	$2,052,021	6,795	-1.3%	Shares	Sole	2025-04-24
2024-12-31	$1,901,496	6,882	-10.5%	Shares	Sole	2025-01-17
2024-09-30	$2,218,294	7,692	-0.3%	Shares	Sole	2024-10-09
2024-06-30	$1,968,196	7,716	+53.8%	Shares	Sole	2024-07-30
2024-03-31	$1,300,054	5,017	-2.0%	Shares	Sole	2024-04-16
2023-12-31	$1,157,120	5,120	-18.3%	Shares	Sole	2024-02-15
2023-09-30	$1,304,663	6,267	+8.5%	Shares	Sole	2023-10-10
2023-06-30	$1,112,033	5,775	-3.0%	Shares	Sole	2023-07-13
2023-03-31	$1,155,952	5,953	-90.5%	Shares	Sole	2023-05-08
2020-09-30	$7,248,791	62,425	—	Shares	Sole	2020-12-08
No filing history on record for this holder in this stock.