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Equibles

Proficio Capital Partners LLC

Position in CB — Chubb Ltd

CIK 1654175 NEWTON, MA
Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$1,676,100
+$1,277,162 QoQ
Shares Held
4,919
+301.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#927
of 2,141 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Proficio Capital Partners LLC holds $7,401,407 across 7 Insurance - Property & Casualty names. CB ranks #2 (22.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MCY
Mercury General Corp
 31,801 $3,390,622
2 CB
Chubb Ltd
This page 		4,919 $1,676,100
3 TRV
Travelers Companies, Inc.
 2,194 $724,283
4 PGR
Progressive Corp/Oh/
 2,401 $524,498
5 ALL
Allstate Corp
 2,014 $479,211
6 CNA
Cna Financial Corp
 6,499 $315,916
7 ORI
Old Republic International Corp
 7,106 $290,777

All Filings in CB

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,676,100 4,919
2026-03-31 $398,938 1,224
2025-12-31 $382,034 1,224
2025-09-30 $351,683 1,246
2025-06-30 $817,010 2,820
2025-03-31 $832,888 2,758
2024-12-31 $812,874 2,942
2024-09-30 $563,514 1,954
2024-06-30 $727,233 2,851
2024-03-31 $722,195 2,787
2023-12-31 $615,172 2,722
2023-09-30 $557,714 2,679
2023-06-30 $490,835 2,549
2023-03-31 $475,741 2,450
2022-12-31 $551,720 2,501
2022-09-30 $458,155 2,519
2022-06-30 $499,116 2,539
2022-03-31 $529,830 2,477
2021-12-31 $390,292 2,019
2021-09-30 $355,634 2,050
2021-06-30 $375,257 2,361
2021-03-31 $356,696 2,258