KESTRA PRIVATE WEALTH SERVICES, LLC

Position in CB — Chubb Ltd

CIK 1649451 AUSTIN, TX

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$11,529,960

+$514,178 QoQ

Shares Held

33,838

+0.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#95

of 859 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

KESTRA PRIVATE WEALTH SERVICES, LLC holds $28,596,693 across 13 Insurance - Property & Casualty names. CB ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	33,838	$11,529,960
2	ALL	Allstate Corp	25,632	$6,098,878
3	PGR	Progressive Corp/Oh/	14,713	$3,214,054
4	TRV	Travelers Companies, Inc.	6,110	$2,017,033
5	L	Loews Corp	9,085	$1,028,512
6	CNA	Cna Financial Corp	20,489	$995,970
7	CINF	Cincinnati Financial Corp	4,364	$807,950
8	AIZ	Assurant, Inc.	2,389	$641,518

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,529,960	33,838	+0.1%	Shares	Sole	2026-07-28
2026-03-31	$11,015,782	33,798	-1.6%	Shares	Sole	2026-04-20
2025-12-31	$10,721,946	34,352	+2.5%	Shares	Sole	2026-01-29
2025-09-30	$9,457,633	33,508	+0.3%	Shares	Sole	2025-11-17
2025-06-30	$9,678,676	33,407	-1.5%	Shares	Sole	2025-08-07
2025-03-31	$10,237,762	33,901	+5.6%	Shares	Sole	2025-05-05
2024-12-31	$8,866,743	32,091	+5.2%	Shares	Sole	2025-01-28
2024-09-30	$8,797,048	30,504	-1.9%	Shares	Sole	2024-11-13
2024-06-30	$7,931,202	31,093	-2.3%	Shares	Sole	2024-08-12
2024-03-31	$8,244,739	31,817	-0.7%	Shares	Sole	2024-05-02
2023-12-31	$7,240,814	32,039	+10.1%	Shares	Sole	2024-02-05
2023-09-30	$6,060,744	29,113	+8.7%	Shares	Sole	2023-11-08
2023-06-30	$5,158,297	26,788	+5.6%	Shares	Sole	2023-08-08
2023-03-31	$4,924,598	25,361	+25.3%	Shares	Sole	2023-05-12
2022-12-31	$4,465,385	20,242	-2.7%	Shares	Sole	2023-02-01
2022-09-30	$3,783,467	20,802	+22.5%	Shares	Sole	2022-11-14
2022-06-30	$3,338,518	16,983	+307.5%	Shares	Sole	2022-08-12
2022-03-31	$891,535	4,168	-8.2%	Shares	Sole	2022-07-21
2021-12-31	$878,014	4,542	+0.6%	Shares	Sole	2022-07-21
2021-09-30	$783,609	4,517	+17.3%	Shares	Sole	2022-07-26
2021-06-30	$612,236	3,852	-15.1%	Shares	Sole	2022-07-27
2021-03-31	$716,393	4,535	-62.2%	Shares	Sole	2022-07-27
2020-12-31	$1,847,655	12,004	+3.3%	Shares	Sole	2022-07-28
2020-09-30	$1,349,895	11,625	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.