FLAGSHIP HARBOR ADVISORS, LLC

Position in CB — Chubb Ltd

CIK 1691766 BOSTON, MA

Position in CB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,094,116

+$47,555 QoQ

Shares Held

3,211

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,051

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $2,240,310 across 4 Insurance - Property & Casualty names. CB ranks #1 (48.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	3,211	$1,094,116
2	TRV	Travelers Companies, Inc.	1,415	$467,119
3	ALL	Allstate Corp	1,576	$374,993
4	PGR	Progressive Corp/Oh/	1,392	$304,082

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,116	3,211	0.0%	Shares	Sole	2026-07-22
2026-03-31	$1,046,561	3,211	-0.2%	Shares	Sole	2026-04-28
2025-12-31	$1,004,090	3,217	-6.7%	Shares	Sole	2026-01-21
2025-09-30	$973,198	3,448	-0.3%	Shares	Sole	2025-11-05
2025-06-30	$1,002,431	3,460	-1.3%	Shares	Sole	2025-08-04
2025-03-31	$1,058,776	3,506	+0.3%	Shares	Sole	2025-04-22
2024-12-31	$965,668	3,495	+0.4%	Shares	Sole	2025-01-21
2024-09-30	$1,003,885	3,481	-6.6%	Shares	Sole	2024-10-21
2024-06-30	$950,938	3,728	+44.7%	Shares	Sole	2025-12-02
2024-03-31	$667,518	2,576	-0.4%	Shares	Sole	2024-04-16
2023-12-31	$584,436	2,586	+8.7%	Shares	Sole	2024-01-10
2023-09-30	$495,260	2,379	0.0%	Shares	Sole	2023-10-17
2023-06-30	$458,100	2,379	+8.5%	Shares	Sole	2023-07-11
2023-03-31	$425,642	2,192	+4.1%	Shares	Sole	2023-04-12
2022-12-31	$464,363	2,105	+0.8%	Shares	Sole	2023-01-13
2022-09-30	$379,947	2,089	-0.8%	Shares	Sole	2022-10-13
2022-06-30	$413,800	2,105	+1.1%	Shares	Sole	2022-07-13
2022-03-31	$445,553	2,083	0.0%	Shares	Sole	2022-04-13
2021-12-31	$402,664	2,083	-9.0%	Shares	Sole	2022-02-17
2021-09-30	$397,269	2,290	0.0%	Shares	Sole	2021-11-01
2021-06-30	$363,972	2,290	-2.4%	Shares	Sole	2021-07-26
2021-03-31	$370,597	2,346	0.0%	Shares	Sole	2021-05-03
2020-12-31	$361,096	2,346	-4.5%	Shares	Sole	2021-02-08
2020-09-30	$285,190	2,456	-2.9%	Shares	Sole	2020-10-13
2020-06-30	$320,348	2,530	-5.0%	Shares	Sole	2020-07-31
2020-03-31	$297,542	2,664	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.