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Warren Street Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1703496 IRVINE, CA

Position in CB

as of Jun 30, 2026 · filed Jul 23, 2026
Position Value
$227,614
+$20,975 QoQ
Shares Held
668
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,766
of 2,131 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 24% Shared 0% None 76%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Warren Street Wealth Advisors, LLC holds $777,161 across 3 Insurance - Property & Casualty names. CB ranks #3 (29.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 CB
Chubb Ltd
This page
668 $227,614

All Filings in CB

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $227,614 668
2026-03-31 $206,639 634