Strategic Investment Advisors / MI

Position in CB — Chubb Ltd

CIK 1760540 FARMINGTON HILLS, MI

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$439,895

+$13,253 QoQ

Shares Held

1,291

-1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,426

of 2,131 holders

Holding Since

Dec 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Strategic Investment Advisors / MI holds $2,009,323 across 4 Insurance - Property & Casualty names. CB ranks #2 (21.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,088	$1,210,638
2	CB	Chubb Ltd This page	1,291	$439,895
3	TRV	Travelers Companies, Inc.	754	$248,910
4	PGR	Progressive Corp/Oh/	503	$109,880

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,895	1,291	-1.4%	Shares	Sole	2026-08-14
2026-03-31	$426,642	1,309	+35.1%	Shares	Sole	2026-05-18
2025-12-31	$302,444	969	-6.9%	Shares	Sole	2026-02-17
2025-09-30	$293,822	1,041	-47.7%	Shares	Sole	2025-12-17
2023-03-31	$386,224	1,989	-78.2%	Shares	Sole	2023-04-27
2022-12-31	$2,011,651	9,119	+3.1%	Shares	Sole	2023-01-20
2022-09-30	$1,608,001	8,841	+1.2%	Shares	Sole	2022-10-27
2022-06-30	$1,716,733	8,733	+6.1%	Shares	Sole	2022-08-15
2022-03-31	$1,760,397	8,230	-18.2%	Shares	Sole	2022-04-28
2021-12-31	$1,945,858	10,066	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.