Phoenix Financial Ltd.

Position in CB — Chubb Ltd

CIK 1679543 Givatayim, L3

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$238,518

+$10,367 QoQ

Shares Held

700

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,745

of 2,131 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Phoenix Financial Ltd. holds $4,520,016 across 4 Insurance - Property & Casualty names. CB ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,164	$2,364,978
2	PGR	Progressive Corp/Oh/	6,780	$1,481,090
3	ALL	Allstate Corp	1,830	$435,430
4	CB	Chubb Ltd This page	700	$238,518

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$238,518	700	0.0%	Shares	Defined	2026-08-11
2026-03-31	$228,151	700	+2.2%	Shares	Defined	2026-05-11
2025-12-31	$213,802	685	-97.3%	Shares	Defined	2026-02-05
2024-03-31	$6,462,443	24,939	+2.4%	Shares	Sole	2024-05-15
2023-12-31	$5,501,970	24,345	+12.1%	Shares	Sole	2024-02-14
2023-09-30	$4,519,587	21,710	+21.4%	Shares	Sole	2023-12-04
2023-06-30	$3,442,202	17,876	+13.8%	Shares	Sole	2023-08-07
2023-03-31	$3,050,567	15,710	+313.1%	Shares	Sole	2023-05-11
2022-12-31	$838,941	3,803	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.