Bogart Wealth, LLC

Position in CB — Chubb Ltd

CIK 1715740 MCLEAN, VA

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$70,873

+$17,095 QoQ

Shares Held

208

+26.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,914

of 2,131 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bogart Wealth, LLC holds $10,669,841 across 21 Insurance - Property & Casualty names. CB ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	248,473	$10,167,515
2	ALL	Allstate Corp	655	$155,850
3	TRV	Travelers Companies, Inc.	239	$78,898
4	CB	Chubb Ltd This page	208	$70,873
5	PGR	Progressive Corp/Oh/	180	$39,321
6	L	Loews Corp	344	$38,944
7	WRB	Berkley W R Corp	440	$31,033
8	KNSL	Kinsale Capital Group, Inc.	82	$27,044

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,873	208	+26.1%	Shares	Sole	2026-07-24
2026-03-31	$53,778	165	+11.5%	Shares	Sole	2026-04-28
2025-12-31	$46,193	148	+1.4%	Shares	Sole	2026-01-30
2025-09-30	$41,208	146	+9.0%	Shares	Sole	2025-10-27
2025-06-30	$38,822	134	-8.8%	Shares	Sole	2025-07-30
2025-03-31	$44,392	147	+44.1%	Shares	Sole	2025-05-02
2024-12-31	$28,182	102	0.0%	Shares	Sole	2025-01-30
2024-09-30	$29,415	102	0.0%	Shares	Sole	2024-10-23
2024-06-30	$26,018	102	—	Shares	Sole	2024-07-31
2022-12-31	$0	0	-100.0%	Shares	Sole	2023-02-06
2022-09-30	$7,275	40	-66.7%	Shares	Sole	2022-11-03
2022-06-30	$23,589	120	0.0%	Shares	Sole	2022-07-22
2022-03-31	$25,668	120	0.0%	Shares	Sole	2022-04-22
2021-12-31	$23,197	120	0.0%	Shares	Sole	2022-01-19
2021-09-30	$20,817	120	0.0%	Shares	Sole	2021-10-15
2021-06-30	$19,072	120	0.0%	Shares	Sole	2021-08-06
2021-03-31	$18,956	120	—	Shares	Sole	2021-04-16
2020-12-31	$0	0	—	Shares	Sole	2021-01-14
No filing history on record for this holder in this stock.