Cooper Financial Group

Position in CB — Chubb Ltd

CIK 1751581 IRVINE, CA

Position in CB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$243,969

+$23,641 QoQ

Shares Held

716

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,734

of 2,131 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cooper Financial Group holds $2,254,922 across 4 Insurance - Property & Casualty names. CB ranks #3 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	4,564	$997,005
2	ALL	Allstate Corp	3,354	$798,050
3	CB	Chubb Ltd This page	716	$243,969
4	TRV	Travelers Companies, Inc.	654	$215,898

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,969	716	+5.9%	Shares	Sole	2026-07-08
2026-03-31	$220,328	676	—	Shares	Sole	2026-04-07
No filing history on record for this holder in this stock.