Providence Capital Advisors, LLC

Position in CB — Chubb Ltd

CIK 1730814 CHARLOTTE, NC

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$44,636

+$6,857 QoQ

Shares Held

131

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,955

of 2,131 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Providence Capital Advisors, LLC holds $12,463,860 across 4 Insurance - Property & Casualty names. CB ranks #4 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	35,300	$7,711,285
2	ORI	Old Republic International Corp	112,410	$4,599,817
3	WRB	Berkley W R Corp	1,533	$108,122
4	CB	Chubb Ltd This page	131	$44,636

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$44,636	131	0.0%	Shares	Sole	2026-08-11
2024-09-30	$37,779	131	0.0%	Shares	Sole	2024-11-13
2024-06-30	$33,415	131	0.0%	Shares	Sole	2024-08-14
2024-03-31	$33,946	131	-27.6%	Shares	Sole	2024-05-13
2023-12-31	$40,906	181	+465.6%	Shares	Sole	2024-02-14
2023-09-30	$6,661	32	+88.2%	Shares	Sole	2023-11-13
2023-06-30	$3,273	17	0.0%	Shares	Sole	2023-08-10
2023-03-31	$3,301	17	0.0%	Shares	Sole	2023-05-17
2022-12-31	$3,750	17	0.0%	Shares	Sole	2023-02-07
2022-09-30	$3,091	17	0.0%	Shares	Sole	2022-11-09
2022-06-30	$3,341	17	-61.4%	Shares	Sole	2022-08-09
2022-03-31	$9,411	44	+158.8%	Shares	Sole	2022-05-12
2021-12-31	$3,286	17	0.0%	Shares	Sole	2022-02-11
2021-09-30	$2,949	17	0.0%	Shares	Sole	2021-11-09
2021-06-30	$2,701	17	0.0%	Shares	Sole	2021-08-09
2021-03-31	$2,685	17	0.0%	Shares	Sole	2021-05-13
2020-12-31	$2,616	17	0.0%	Shares	Sole	2021-02-11
2020-09-30	$1,974	17	-92.3%	Shares	Sole	2020-11-13
2020-03-31	$24,683	221	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.