Schneider Downs Wealth Management Advisors, LP

Position in CB — Chubb Ltd

CIK 1665359 Pittsburgh, PA

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$280,088

+$12,174 QoQ

Shares Held

822

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,660

of 2,131 holders

Holding Since

Sep 2021

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Schneider Downs Wealth Management Advisors, LP holds $5,187,405 across 3 Insurance - Property & Casualty names. CB ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PRCH	Porch Group, Inc.	274,216	$4,124,208
2	SLDE	Slide Insurance Holdings, Inc.	40,429	$783,109
3	CB	Chubb Ltd This page	822	$280,088

All Filings in CB

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8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$280,088	822	0.0%	Shares	Sole	2026-08-05
2026-03-31	$267,914	822	0.0%	Shares	Sole	2026-05-15
2025-12-31	$256,562	822	-37.3%	Shares	Sole	2026-02-12
2022-09-30	$238,626	1,312	0.0%	Shares	Sole	2022-10-26
2022-06-30	$257,912	1,312	0.0%	Shares	Sole	2022-07-13
2022-03-31	$280,636	1,312	+13.0%	Shares	Sole	2022-05-02
2021-12-31	$224,432	1,161	0.0%	Shares	Sole	2022-01-31
2021-09-30	$201,410	1,161	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.