Proficio Capital Partners LLC

Position in CB — Chubb Ltd

CIK 1654175 NEWTON, MA

Position in CB

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$398,938

+$16,904 QoQ

Shares Held

1,224

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Proficio Capital Partners LLC holds $2,777,753 across 2 Insurance - Property & Casualty names. CB ranks #2 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MCY	Mercury General Corp	26,986	$2,378,815
2	CB	Chubb Ltd This page	1,224	$398,938

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$398,938	1,224	0.0%	Shares	Sole	2026-05-14
2025-12-31	$382,034	1,224	-1.8%	Shares	Sole	2026-02-12
2025-09-30	$351,683	1,246	-55.8%	Shares	Sole	2025-11-17
2025-06-30	$817,010	2,820	+2.2%	Shares	Sole	2025-08-07
2025-03-31	$832,888	2,758	-6.3%	Shares	Sole	2025-05-06
2024-12-31	$812,874	2,942	+50.6%	Shares	Sole	2025-02-06
2024-09-30	$563,514	1,954	-31.5%	Shares	Sole	2024-11-01
2024-06-30	$727,233	2,851	+2.3%	Shares	Sole	2024-07-25
2024-03-31	$722,195	2,787	+2.4%	Shares	Sole	2024-05-02
2023-12-31	$615,172	2,722	+1.6%	Shares	Sole	2024-02-13
2023-09-30	$557,714	2,679	+5.1%	Shares	Sole	2023-10-18
2023-06-30	$490,835	2,549	+4.0%	Shares	Sole	2023-08-14
2023-03-31	$475,741	2,450	-2.0%	Shares	Sole	2023-04-21
2022-12-31	$551,720	2,501	-0.7%	Shares	Sole	2023-01-30
2022-09-30	$458,155	2,519	-0.8%	Shares	Sole	2022-10-11
2022-06-30	$499,116	2,539	+2.5%	Shares	Sole	2022-08-15
2022-03-31	$529,830	2,477	+22.7%	Shares	Sole	2022-05-13
2021-12-31	$390,292	2,019	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$355,634	2,050	-13.2%	Shares	Sole	2021-11-15
2021-06-30	$375,257	2,361	+4.6%	Shares	Sole	2021-08-16
2021-03-31	$356,696	2,258	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.