PERSONAL CFO SOLUTIONS, LLC

Position in CB — Chubb Ltd

CIK 1677501 CHESTER, NJ

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$68,276,799

+$5,638,920 QoQ

Shares Held

200,378

+4.3% QoQ

Ownership

0.052%

of shares outstanding

% of Portfolio

11.41%

of 13F equity value

Holder Rank

#166

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $73,687,211 across 7 Insurance - Property & Casualty names. CB ranks #1 (92.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	200,378	$68,276,799
2	WRB	Berkley W R Corp	23,856	$1,682,563
3	L	Loews Corp	10,419	$1,179,534
4	ALL	Allstate Corp	4,805	$1,143,301
5	TRV	Travelers Companies, Inc.	1,839	$607,090
6	PGR	Progressive Corp/Oh/	2,623	$572,994
7	KNSL	Kinsale Capital Group, Inc.	682	$224,930

All Filings in CB

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$68,276,799	200,378	+4.3%	Shares	Sole	2026-08-07
2026-03-31	$62,637,879	192,182	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$60,246,963	193,025	-0.1%	Shares	Defined	2026-01-22
2025-09-30	$54,516,869	193,151	-0.1%	Shares	Defined	2025-11-10
2025-06-30	$55,991,866	193,262	-0.2%	Shares	Defined	2025-08-12
2025-03-31	$58,451,674	193,555	-0.1%	Shares	Defined	2025-04-30
2024-12-31	$53,533,953	193,753	-0.0%	Shares	Defined	2025-02-07
2024-09-30	$55,888,540	193,795	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$49,178,403	192,796	+13.9%	Shares	Defined	2024-08-09
2024-03-31	$43,854,902	169,239	-0.4%	Shares	Defined	2024-05-13
2023-12-31	$38,392,202	169,877	-0.8%	Shares	Defined	2024-02-13
2023-09-30	$35,635,419	171,176	+195.9%	Shares	Defined	2023-11-13
2023-06-30	$11,139,596	57,850	-64.5%	Shares	Defined	2023-08-10
2023-03-31	$31,606,484	162,769	-12.7%	Shares	Defined	2023-05-09
2022-12-31	$41,146,973	186,523	+154.1%	Shares	Defined	2023-02-14
2022-09-30	$13,353,447	73,419	+0.0%	Shares	Defined	2022-11-01
2022-06-30	$14,432,117	73,416	-0.1%	Shares	Defined	2022-08-05
2022-03-31	$15,715,660	73,472	-25.5%	Shares	Defined	2022-05-02
2021-12-31	$19,073,124	98,666	+8.9%	Shares	Defined	2022-02-11
2021-09-30	$15,720,584	90,619	-2.6%	Shares	Defined	2021-11-18
2021-06-30	$14,785,234	93,024	+3.2%	Shares	Defined	2021-07-22
2021-03-31	$14,240,205	90,145	+0.3%	Shares	Defined	2021-04-21
2020-12-31	$13,833,252	89,873	+11.7%	Shares	Defined	2021-02-09
2020-09-30	$9,342,666	80,457	-44.9%	Shares	Defined	2020-11-02
2020-06-30	$18,477,276	145,927	-0.2%	Shares	Defined	2020-08-03
2020-03-31	$16,339,241	146,291	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.