BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in CB — Chubb Ltd

CIK 1654599 MORRISTOWN, NJ

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Position in CB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$10,820,539

-$19,892 QoQ

Shares Held

31,756

-4.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

#414

of 2,131 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 69% Shared 0% None 31%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $20,524,636 across 10 Insurance - Property & Casualty names. CB ranks #1 (52.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	31,756	$10,820,539
2	ALL	Allstate Corp	35,842	$8,528,245
3	AIZ	Assurant, Inc.	2,605	$699,520
4	TRV	Travelers Companies, Inc.	847	$279,611
5	MKL	Markel Group Inc.	51	$99,603
6	L	Loews Corp	500	$56,605
7	PGR	Progressive Corp/Oh/	61	$13,325
8	ORI	Old Republic International Corp	281	$11,498

All Filings in CB

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,820,539	31,756	-4.5%	Shares	Sole	2026-07-08
2026-03-31	$10,840,431	33,260	+2.3%	Shares	Sole	2026-04-14
2025-12-31	$10,146,396	32,508	-0.7%	Shares	Sole	2026-01-16
2025-09-30	$9,238,889	32,733	+16.1%	Shares	Sole	2025-10-16
2025-06-30	$8,170,683	28,202	+560.0%	Shares	Sole	2025-07-15
2025-03-31	$1,290,403	4,273	+64.4%	Shares	Sole	2025-05-06
2024-12-31	$718,103	2,599	+70.4%	Shares	Sole	2025-01-17
2021-03-31	$240,904	1,525	-11.8%	Shares	Sole	2021-05-21
2020-12-31	$266,127	1,729	-8.8%	Shares	Sole	2021-02-08
2020-09-30	$220,047	1,895	-12.3%	Shares	Sole	2020-10-29
2020-06-30	$273,499	2,160	-28.8%	Shares	Sole	2020-07-28
2020-03-31	$338,979	3,035	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.