Keystone Financial Group

Position in CB — Chubb Ltd

CIK 1729299 LEXINGTON, KY

Position in CB

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

Position Value

$339,717

New position

Shares Held

997

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,554

of 2,130 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Keystone Financial Group holds $1,816,726 across 4 Insurance - Property & Casualty names. CB ranks #3 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,288	$755,314
2	PGR	Progressive Corp/Oh/	1,830	$399,763
3	CB	Chubb Ltd This page	997	$339,717
4	ALL	Allstate Corp	1,353	$321,932

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$339,717	997	—	Shares	Sole	2026-07-29
No filing history on record for this holder in this stock.