Bedel Financial Consulting, Inc.

Position in CB — Chubb Ltd

CIK 1730511 INDIANAPOLIS, IN

Position in CB

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

Position Value

$302,577

+$13,152 QoQ

Shares Held

888

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,613

of 2,130 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $659,724 across 2 Insurance - Property & Casualty names. CB ranks #2 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALL	Allstate Corp	1,501	$357,147
2	CB	Chubb Ltd This page	888	$302,577

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,577	888	0.0%	Shares	Sole	2026-07-29
2026-03-31	$289,425	888	0.0%	Shares	Sole	2026-05-04
2025-12-31	$277,162	888	+14.9%	Shares	Sole	2026-01-28
2025-09-30	$218,179	773	0.0%	Shares	Sole	2025-11-07
2025-06-30	$223,953	773	-3.1%	Shares	Sole	2025-08-12
2025-03-31	$240,988	798	+6.4%	Shares	Sole	2025-05-07
2024-12-31	$207,225	750	-0.1%	Shares	Sole	2025-02-06
2024-09-30	$216,580	751	+21.9%	Shares	Sole	2024-11-12
2022-03-31	$131,762	616	-1.3%	Shares	Sole	2022-04-19
2021-12-31	$120,625	624	+1.3%	Shares	Other	2022-01-11
2021-09-30	$106,863	616	0.0%	Shares	Sole	2021-10-12
2021-06-30	$97,907	616	0.0%	Shares	Sole	2021-08-03
2021-03-31	$97,309	616	0.0%	Shares	Sole	2021-04-26
2020-12-31	$94,814	616	0.0%	Shares	Sole	2021-02-02
2020-09-30	$71,529	616	0.0%	Shares	Sole	2020-10-20
2020-06-30	$77,997	616	-2.7%	Shares	Sole	2020-07-14
2020-03-31	$70,699	633	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.