Skip to main content

OSAIC HOLDINGS, INC.

Position in CB — Chubb Ltd

CIK 1677044 SCOTTSDALE, AZ

Position in CB

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$46,901,650
+$17,841,095 QoQ
Shares Held
143,901
+54.6% QoQ
Ownership
0.037%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 8.878326071396307.ToString("F0")% Shared 0.ToString("F0")% None 91.1216739286037.ToString("F0")%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

OSAIC HOLDINGS, INC. holds $164,576,316 across 43 Insurance - Property & Casualty names. CB ranks #1 (28.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CB
Chubb Ltd
This page
143,901 $46,901,650

All Filings in CB

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $46,901,650 143,901
2025-12-31 $29,060,555 93,107
2025-09-30 $36,522,302 129,397
2025-06-30 $32,486,591 112,131
2025-03-31 $17,065,454 56,510
2024-12-31 $23,705,708 85,797
2024-09-30 $18,875,121 65,450
2024-06-30 $17,749,993 69,586
2024-03-31 $19,354,158 74,689
2023-12-31 $32,320,034 143,009
2023-09-30 $41,102,429 197,437
2023-06-30 $23,607,466 122,598
2023-03-31 $22,259,043 114,631
2022-12-31 $26,450,818 119,904
2022-09-30 $21,305,238 117,139
2022-06-30 $21,336,003 108,536
2022-03-31 $21,461,011 100,332
2021-12-31 $18,223,330 94,270
2021-09-30 $14,702,945 84,753
2021-06-30 $11,040,763 69,465
2021-03-31 $10,066,002 63,721
2020-12-31 $9,494,704 61,686
2020-09-30 $6,694,778 57,654
2020-06-30 $7,454,241 58,871
2020-03-31 $8,769,669 78,518