Steward Partners Investment Advisory, LLC

Position in CB — Chubb Ltd

CIK 1723397 STAMFORD, CT

Back to CB Full portfolio

Position in CB

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$42,143,726

+$9,412,014 QoQ

Shares Held

129,303

+23.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Mar 31, 2026

Steward Partners Investment Advisory, LLC holds $96,932,565 across 26 Insurance - Property & Casualty names. CB ranks #1 (43.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	129,303	$42,143,726
2	ALL	Allstate Corp	131,770	$27,321,191
3	PGR	Progressive Corp/Oh/	37,871	$7,507,547
4	TRV	Travelers Companies, Inc.	22,575	$6,584,676
5	MKL	Markel Group Inc.	3,057	$5,851,311
6	WRB	Berkley W R Corp	32,294	$2,140,446
7	KNSL	Kinsale Capital Group, Inc.	6,144	$2,099,159
8	CINF	Cincinnati Financial Corp	5,256	$827,031

All Filings in CB

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$42,143,726	129,303	+23.3%	Shares	Sole	2026-05-08
2025-12-31	$32,731,712	104,869	-9.6%	Shares	Sole	2026-02-12
2025-09-30	$32,757,088	116,057	-20.9%	Shares	Sole	2025-11-12
2025-06-30	$42,505,400	146,712	+7.3%	Shares	Sole	2025-08-12
2025-03-31	$41,290,790	136,729	+5.8%	Shares	Sole	2025-05-13
2024-12-31	$35,722,827	129,290	+4.9%	Shares	Sole	2025-02-06
2024-09-30	$35,533,685	123,214	+4.4%	Shares	Sole	2024-11-14
2024-06-30	$30,107,857	118,033	+3.0%	Shares	Sole	2024-08-08
2024-03-31	$29,683,600	114,551	+35.5%	Shares	Sole	2024-05-15
2023-12-31	$19,109,656	84,556	+5.6%	Shares	Sole	2024-02-12
2023-09-30	$16,670,429	80,077	+2.1%	Shares	Sole	2023-11-13
2023-06-30	$15,107,102	78,454	+27.0%	Shares	Sole	2023-08-14
2023-03-31	$11,991,585	61,755	-18.2%	Shares	Sole	2023-05-15
2022-12-31	$16,646,255	75,459	-3.5%	Shares	Sole	2023-02-15
2022-09-30	$14,227,199	78,223	+0.5%	Shares	Sole	2022-11-10
2022-06-30	$15,298,052	77,821	+0.7%	Shares	Sole	2022-08-04
2022-03-31	$16,530,833	77,283	+51.1%	Shares	Sole	2022-05-02
2021-12-31	$9,885,486	51,138	+9.6%	Shares	Sole	2022-02-08
2021-09-30	$8,091,454	46,642	+17.8%	Shares	Sole	2021-11-12
2021-06-30	$6,292,116	39,588	-9.9%	Shares	Sole	2021-08-13
2021-03-31	$6,941,043	43,939	+7.7%	Shares	Sole	2021-05-17
2020-12-31	$6,280,859	40,806	-6.1%	Shares	Sole	2021-02-11
2020-09-30	$5,048,781	43,479	+7.4%	Shares	Sole	2020-10-30
2020-06-30	$5,127,983	40,499	+10.7%	Shares	Sole	2020-08-06
2020-03-31	$4,087,742	36,599	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.