Avestar Capital, LLC

Position in CB — Chubb Ltd

CIK 1704404 New York, NY

Position in CB

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

Position Value

$978,946

-$190,816 QoQ

Shares Held

2,873

-19.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,098

of 2,131 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Avestar Capital, LLC holds $2,964,863 across 5 Insurance - Property & Casualty names. CB ranks #1 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	2,873	$978,946
2	PGR	Progressive Corp/Oh/	3,809	$832,076
3	TRV	Travelers Companies, Inc.	1,573	$519,278
4	ALL	Allstate Corp	1,641	$390,459
5	WRB	Berkley W R Corp	3,461	$244,104

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$978,946	2,873	-19.9%	Shares	Sole	2026-07-29
2026-03-31	$1,169,762	3,589	+3.2%	Shares	Sole	2026-05-13
2025-12-31	$1,085,553	3,478	+6.5%	Shares	Sole	2026-02-10
2025-09-30	$921,546	3,265	-10.5%	Shares	Sole	2025-11-07
2025-06-30	$1,056,608	3,647	+18.6%	Shares	Sole	2025-08-13
2025-03-31	$928,921	3,076	+1.8%	Shares	Sole	2025-05-14
2024-12-31	$835,254	3,023	+7.5%	Shares	Sole	2025-01-29
2024-09-30	$810,952	2,812	+5.2%	Shares	Sole	2024-11-13
2024-06-30	$681,573	2,672	+45.5%	Shares	Sole	2024-08-08
2024-03-31	$476,021	1,837	+36.2%	Shares	Sole	2024-05-10
2023-12-31	$304,874	1,349	+23.8%	Shares	Sole	2024-02-12
2023-09-30	$226,916	1,090	+19.9%	Shares	Sole	2023-10-20
2022-12-31	$200,525	909	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.