Aries Wealth Management

Position in CB — Chubb Ltd

CIK 1729515 PORTLAND, ME

Position in CB

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

Position Value

$2,520,794

+$101,742 QoQ

Shares Held

7,398

-0.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#785

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Aries Wealth Management holds $3,741,599 across 3 Insurance - Property & Casualty names. CB ranks #1 (67.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	7,398	$2,520,794
2	TRV	Travelers Companies, Inc.	2,658	$877,458
3	ALL	Allstate Corp	1,443	$343,347

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,520,794	7,398	-0.3%	Shares	Sole	2026-07-24
2026-03-31	$2,419,052	7,422	0.0%	Shares	Sole	2026-05-15
2025-12-31	$2,316,554	7,422	-0.2%	Shares	Sole	2026-01-30
2025-09-30	$2,099,657	7,439	0.0%	Shares	Sole	2025-11-10
2025-06-30	$2,155,227	7,439	-0.1%	Shares	Sole	2025-07-28
2025-03-31	$2,249,523	7,449	+3.6%	Shares	Sole	2025-04-17
2024-12-31	$1,986,044	7,188	0.0%	Shares	Sole	2025-01-30
2024-09-30	$2,072,947	7,188	-0.4%	Shares	Sole	2024-10-31
2024-06-30	$1,841,167	7,218	-0.4%	Shares	Sole	2024-07-25
2024-03-31	$1,877,915	7,247	-1.2%	Shares	Sole	2024-05-03
2023-12-31	$1,658,388	7,338	-0.1%	Shares	Sole	2024-01-10
2023-09-30	$1,529,914	7,349	+1.8%	Shares	Sole	2023-10-19
2023-06-30	$1,389,705	7,217	-0.1%	Shares	Sole	2023-07-14
2023-03-31	$1,402,367	7,222	-1.5%	Shares	Sole	2023-04-11
2022-12-31	$1,617,439	7,332	-0.4%	Shares	Sole	2023-01-19
2022-09-30	$1,339,000	7,362	+4.2%	Shares	Sole	2022-11-02
2022-06-30	$1,389,230	7,067	-4.0%	Shares	Sole	2022-07-27
2021-12-31	$1,423,534	7,364	-2.9%	Shares	Sole	2022-06-06
2021-09-30	$1,315,672	7,584	+0.8%	Shares	Sole	2021-10-13
2021-06-30	$1,195,864	7,524	-1.3%	Shares	Sole	2021-07-14
2021-03-31	$1,204,363	7,624	+7.5%	Shares	Sole	2021-04-20
2020-12-31	$1,091,600	7,092	0.0%	Shares	Sole	2021-01-22
2020-09-30	$823,523	7,092	-1.3%	Shares	Sole	2020-10-14
2020-06-30	$909,384	7,182	-2.6%	Shares	Sole	2020-07-09
2020-03-31	$823,937	7,377	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.