Lantz Financial LLC

Position in CB — Chubb Ltd

CIK 1766883 NAPERVILLE, IL

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$2,827,460

+$89,974 QoQ

Shares Held

8,298

-1.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#746

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lantz Financial LLC holds $5,290,488 across 5 Insurance - Property & Casualty names. CB ranks #1 (53.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	8,298	$2,827,460
2	PGR	Progressive Corp/Oh/	7,273	$1,588,786
3	CINF	Cincinnati Financial Corp	2,209	$408,974
4	THG	Hanover Insurance Group, Inc.	1,164	$249,235
5	WRB	Berkley W R Corp	3,063	$216,033

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,827,460	8,298	-1.2%	Shares	Sole	2026-07-09
2026-03-31	$2,737,486	8,399	-5.5%	Shares	Sole	2026-04-09
2025-12-31	$2,775,371	8,892	-2.0%	Shares	Sole	2026-01-14
2025-09-30	$2,560,007	9,070	-0.4%	Shares	Sole	2025-11-06
2025-06-30	$2,638,480	9,107	-1.1%	Shares	Sole	2025-07-11
2025-03-31	$2,780,119	9,206	-4.3%	Shares	Sole	2025-04-08
2024-12-31	$2,658,282	9,621	-0.9%	Shares	Sole	2025-01-21
2024-09-30	$2,798,536	9,704	-0.3%	Shares	Sole	2024-10-15
2024-06-30	$2,481,928	9,730	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$2,526,776	9,751	-0.5%	Shares	Sole	2024-04-10
2023-12-31	$2,215,252	9,802	-53.5%	Shares	Sole	2024-01-12
2023-09-30	$4,390,308	21,089	-1.5%	Shares	Sole	2023-10-20
2023-06-30	$4,124,057	21,417	+3.0%	Shares	Sole	2023-07-12
2023-03-31	$4,035,837	20,784	+3.9%	Shares	Sole	2023-04-10
2022-12-31	$4,412,441	20,002	+102.1%	Shares	Sole	2023-01-23
2022-09-30	$1,800,066	9,897	-50.5%	Shares	Sole	2022-10-17
2022-06-30	$3,927,668	19,980	+0.5%	Shares	Sole	2022-07-29
2022-03-31	$4,251,048	19,874	+5.3%	Shares	Sole	2022-05-05
2021-12-31	$3,649,306	18,878	-2.8%	Shares	Sole	2022-01-19
2021-09-30	$3,368,808	19,419	+1.4%	Shares	Sole	2021-10-14
2021-06-30	$3,044,495	19,155	-4.6%	Shares	Sole	2021-07-16
2021-03-31	$3,173,301	20,088	+5.6%	Shares	Sole	2021-04-19
2020-12-31	$2,928,481	19,026	-6.1%	Shares	Sole	2021-01-19
2020-09-30	$2,353,404	20,267	+1.9%	Shares	Sole	2020-10-09
2020-06-30	$2,518,978	19,894	+3.4%	Shares	Sole	2020-07-22
2020-03-31	$2,148,133	19,233	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.