X-Square Capital, LLC

Position in CB — Chubb Ltd

CIK 1729300 GUAYNABO, PR

Position in CB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,265,508

+$79,775 QoQ

Shares Held

3,714

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,007

of 2,131 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Financial Services · as of Jun 30, 2026

X-Square Capital, LLC holds $2,393,019 across 2 Insurance - Property & Casualty names. CB ranks #1 (52.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	3,714	$1,265,508
2	LMND	Lemonade, Inc.	17,333	$1,127,511

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,265,508	3,714	+2.1%	Shares	Sole	2026-08-12
2026-03-31	$1,185,733	3,638	+2.4%	Shares	Sole	2026-05-15
2025-12-31	$1,109,274	3,554	-3.1%	Shares	Sole	2026-02-11
2025-09-30	$1,035,010	3,667	0.0%	Shares	Sole	2025-11-10
2025-06-30	$1,062,403	3,667	-2.1%	Shares	Sole	2025-08-05
2025-03-31	$1,131,556	3,747	+10.4%	Shares	Sole	2025-05-09
2024-12-31	$937,485	3,393	0.0%	Shares	Sole	2025-02-12
2024-09-30	$978,507	3,393	+7.4%	Shares	Sole	2024-10-22
2024-06-30	$806,052	3,160	+1.3%	Shares	Sole	2024-08-06
2024-03-31	$808,226	3,119	+3.3%	Shares	Sole	2024-05-14
2023-12-31	$682,068	3,018	0.0%	Shares	Sole	2024-02-09
2023-09-30	$628,287	3,018	0.0%	Shares	Sole	2023-11-13
2023-06-30	$581,146	3,018	0.0%	Shares	Sole	2023-08-14
2023-03-31	$586,035	3,018	-6.2%	Shares	Sole	2023-05-11
2022-12-31	$709,890	3,218	+3.0%	Shares	Sole	2023-02-02
2022-09-30	$568,193	3,124	+0.6%	Shares	Sole	2022-11-04
2022-06-30	$610,577	3,106	+35.9%	Shares	Sole	2022-08-05
2022-03-31	$488,761	2,285	+7.8%	Shares	Sole	2022-05-12
2021-12-31	$409,623	2,119	+13.2%	Shares	Sole	2022-02-14
2021-09-30	$324,754	1,872	+27.1%	Shares	Sole	2021-11-12
2021-06-30	$234,118	1,473	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.