Meridian Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1697300 LEXINGTON, KY

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,602,159

+$371,774 QoQ

Shares Held

4,702

+24.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#937

of 2,131 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $3,861,928 across 4 Insurance - Property & Casualty names. CB ranks #1 (41.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	4,702	$1,602,159
2	PGR	Progressive Corp/Oh/	6,631	$1,448,541
3	ALL	Allstate Corp	1,997	$475,166
4	TRV	Travelers Companies, Inc.	1,018	$336,062

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,602,159	4,702	+24.6%	Shares	Sole	2026-08-05
2026-03-31	$1,230,385	3,775	+13.5%	Shares	Sole	2026-05-06
2025-12-31	$1,037,799	3,325	+1.7%	Shares	Sole	2026-02-04
2025-09-30	$922,675	3,269	-1.4%	Shares	Sole	2025-11-04
2025-06-30	$960,132	3,314	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$994,151	3,292	-6.2%	Shares	Sole	2025-05-12
2024-12-31	$969,260	3,508	-30.4%	Shares	Sole	2025-02-06
2024-09-30	$1,453,773	5,041	+0.9%	Shares	Sole	2024-11-12
2024-06-30	$1,274,634	4,997	+89.7%	Shares	Sole	2024-08-08
2023-12-31	$595,284	2,634	+19.3%	Shares	Sole	2024-02-08
2023-09-30	$459,453	2,207	-1.2%	Shares	Sole	2023-10-17
2023-06-30	$429,986	2,233	0.0%	Shares	Sole	2023-08-02
2023-03-31	$433,603	2,233	-2.4%	Shares	Sole	2023-05-15
2022-12-31	$504,732	2,288	+4.4%	Shares	Sole	2023-02-14
2022-09-30	$398,499	2,191	-10.4%	Shares	Sole	2022-11-14
2022-06-30	$480,834	2,446	+15.4%	Shares	Sole	2022-08-05
2022-03-31	$453,254	2,119	-1.9%	Shares	Sole	2022-05-12
2021-12-31	$417,742	2,161	+25.6%	Shares	Sole	2022-01-27
2021-09-30	$298,385	1,720	0.0%	Shares	Sole	2021-10-15
2021-06-30	$273,376	1,720	+0.9%	Shares	Sole	2021-07-22
2021-03-31	$269,338	1,705	+6.7%	Shares	Sole	2021-05-07
2020-12-31	$245,964	1,598	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.