Wealthcare Advisory Partners LLC

Position in CB — Chubb Ltd

CIK 1683059 WEST CHESTER, PA

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,694,231

+$92,006 QoQ

Shares Held

7,907

-1.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#768

of 2,131 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wealthcare Advisory Partners LLC holds $4,044,621 across 4 Insurance - Property & Casualty names. CB ranks #1 (66.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	7,907	$2,694,231
2	TRV	Travelers Companies, Inc.	1,494	$493,199
3	PGR	Progressive Corp/Oh/	2,032	$443,890
4	ALL	Allstate Corp	1,737	$413,301

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,694,231	7,907	-1.0%	Shares	Sole	2026-07-09
2026-03-31	$2,602,225	7,984	+3.5%	Shares	Sole	2026-04-14
2025-12-31	$2,407,069	7,712	+3.7%	Shares	Sole	2026-01-14
2025-09-30	$2,098,246	7,434	+1.9%	Shares	Sole	2025-11-07
2025-06-30	$2,112,927	7,293	+11.2%	Shares	Sole	2025-07-22
2025-03-31	$1,981,356	6,561	+4.2%	Shares	Sole	2025-04-15
2024-12-31	$1,739,584	6,296	+13.7%	Shares	Sole	2025-01-15
2024-09-30	$1,597,392	5,539	+2.5%	Shares	Sole	2024-11-04
2024-06-30	$1,378,197	5,403	+35.0%	Shares	Sole	2024-08-12
2024-03-31	$1,037,038	4,002	+2.1%	Shares	Sole	2024-04-15
2023-12-31	$885,468	3,918	+140.7%	Shares	Sole	2024-02-06
2023-09-30	$338,917	1,628	-8.1%	Shares	Sole	2023-10-12
2023-06-30	$341,216	1,772	+3.1%	Shares	Sole	2023-07-17
2023-03-31	$333,795	1,719	+1.8%	Shares	Sole	2023-05-04
2022-12-31	$372,593	1,689	+16.3%	Shares	Sole	2023-02-13
2022-09-30	$264,089	1,452	+26.6%	Shares	Sole	2022-11-14
2022-06-30	$225,477	1,147	+599.4%	Shares	Sole	2022-08-15
2021-03-31	$25,907	164	-8.9%	Shares	Sole	2021-04-30
2020-03-31	$20,104	180	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.