Ballast, Inc.

Position in CB — Chubb Ltd

CIK 1730477 Lexington, KY

Position in CB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,039,669

+$471,620 QoQ

Shares Held

5,986

+24.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#849

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ballast, Inc. holds $5,478,480 across 5 Insurance - Property & Casualty names. CB ranks #2 (37.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	7,752	$2,559,090
2	CB	Chubb Ltd This page	5,986	$2,039,669
3	CINF	Cincinnati Financial Corp	2,020	$373,982
4	MKL	Markel Group Inc.	137	$267,562
5	ALL	Allstate Corp	1,001	$238,177

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,039,669	5,986	+24.4%	Shares	Sole	2026-07-10
2026-03-31	$1,568,049	4,811	+0.9%	Shares	Sole	2026-05-15
2025-12-31	$1,487,563	4,766	+0.6%	Shares	Sole	2026-02-03
2025-09-30	$1,337,018	4,737	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$1,371,534	4,734	+0.1%	Shares	Sole	2025-11-07
2025-03-31	$1,428,714	4,731	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$1,308,004	4,734	-0.5%	Shares	Sole	2025-01-16
2024-09-30	$1,371,582	4,756	-0.6%	Shares	Sole	2024-10-16
2024-06-30	$1,220,047	4,783	+2.1%	Shares	Sole	2024-07-15
2024-03-31	$1,213,764	4,684	+1.6%	Shares	Sole	2024-05-06
2023-12-31	$1,041,860	4,610	-0.4%	Shares	Sole	2024-01-18
2023-09-30	$963,665	4,629	+1.5%	Shares	Sole	2023-10-18
2023-06-30	$878,073	4,560	+17.4%	Shares	Sole	2023-07-19
2023-03-31	$754,389	3,885	+0.8%	Shares	Sole	2023-04-19
2022-12-31	$850,192	3,854	+1.5%	Shares	Sole	2023-01-26
2022-09-30	$690,416	3,796	-1.3%	Shares	Sole	2022-10-18
2022-06-30	$756,046	3,846	-4.5%	Shares	Sole	2022-07-14
2022-03-31	$861,161	4,026	+16.9%	Shares	Sole	2022-04-18
2021-12-31	$665,566	3,443	-2.8%	Shares	Sole	2022-01-18
2021-09-30	$614,639	3,543	+3.1%	Shares	Sole	2021-11-12
2021-06-30	$545,958	3,435	+29.3%	Shares	Sole	2021-08-04
2021-03-31	$419,568	2,656	+5.9%	Shares	Sole	2021-05-05
2020-12-31	$386,031	2,508	-3.5%	Shares	Sole	2021-01-21
2020-09-30	$301,912	2,600	-7.1%	Shares	Sole	2020-10-14
2020-06-30	$354,409	2,799	-1.7%	Shares	Sole	2020-08-11
2020-03-31	$317,869	2,846	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.