Connecticut Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1689829 FARMINGTON, CT

Position in CB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$804,146

-$246,326 QoQ

Shares Held

2,360

-26.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,170

of 2,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,646,619 across 4 Insurance - Property & Casualty names. CB ranks #3 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	6,260	$1,367,497
2	TRV	Travelers Companies, Inc.	3,340	$1,102,600
3	CB	Chubb Ltd This page	2,360	$804,146
4	ALL	Allstate Corp	1,565	$372,376

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,146	2,360	-26.8%	Shares	Sole	2026-07-29
2026-03-31	$1,050,472	3,223	-11.3%	Shares	Sole	2026-05-01
2025-12-31	$1,134,244	3,634	0.0%	Shares	Sole	2026-02-12
2025-09-30	$1,025,696	3,634	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$1,038,935	3,586	-0.3%	Shares	Sole	2025-08-14
2025-03-31	$1,085,956	3,596	-1.3%	Shares	Sole	2025-05-15
2024-12-31	$1,007,113	3,645	+2.9%	Shares	Sole	2025-02-18
2024-09-30	$1,021,477	3,542	0.0%	Shares	Sole	2024-11-13
2024-06-30	$903,493	3,542	+1.2%	Shares	Sole	2024-08-13
2024-03-31	$906,955	3,500	-1.6%	Shares	Sole	2024-05-01
2023-12-31	$804,108	3,558	-5.9%	Shares	Sole	2024-02-06
2023-09-30	$786,920	3,780	+18.1%	Shares	Sole	2023-10-19
2023-06-30	$616,192	3,200	+9.6%	Shares	Sole	2023-07-25
2023-03-31	$567,199	2,921	—	Shares	Sole	2023-04-18
No filing history on record for this holder in this stock.