Waterloo Capital, L.P.

Position in CB — Chubb Ltd

CIK 1730942 Austin, TX

Position in CB

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

Position Value

$926,472

+$45,158 QoQ

Shares Held

2,719

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,116

of 2,131 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Waterloo Capital, L.P. holds $7,532,996 across 6 Insurance - Property & Casualty names. CB ranks #4 (12.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	11,949	$2,610,259
2	CINF	Cincinnati Financial Corp	12,702	$2,351,648
3	ALL	Allstate Corp	4,697	$1,117,604
4	CB	Chubb Ltd This page	2,719	$926,472
5	TRV	Travelers Companies, Inc.	922	$304,370
6	MKL	Markel Group Inc.	114	$222,643

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$926,472	2,719	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$881,314	2,704	+3.0%	Shares	Sole	2026-05-12
2025-12-31	$819,315	2,625	+24.5%	Shares	Sole	2026-02-10
2025-09-30	$595,265	2,109	-11.7%	Shares	Sole	2025-11-05
2025-06-30	$691,851	2,388	+168.3%	Shares	Sole	2025-08-12
2025-03-31	$268,771	890	—	Shares	Sole	2025-05-12
No filing history on record for this holder in this stock.