Brendel Financial Advisors LLC

Position in CB — Chubb Ltd

CIK 1768065 HANOVER, NH

Position in CB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,375,101

+$203,523 QoQ

Shares Held

12,840

+0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.35%

of 13F equity value

Holder Rank

#620

of 2,130 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brendel Financial Advisors LLC holds $5,104,594 across 3 Insurance - Property & Casualty names. CB ranks #1 (85.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	12,840	$4,375,101
2	CINF	Cincinnati Financial Corp	2,257	$417,860
3	TRV	Travelers Companies, Inc.	944	$311,633

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,375,101	12,840	+0.3%	Shares	Sole	2026-07-31
2026-03-31	$4,171,578	12,799	+2.8%	Shares	Sole	2026-04-15
2025-12-31	$3,886,518	12,452	+2.7%	Shares	Sole	2026-01-26
2025-06-30	$3,512,855	12,125	-6.3%	Shares	Sole	2025-07-11
2025-03-31	$3,909,562	12,946	+6.2%	Shares	Sole	2025-04-22
2024-12-31	$3,369,202	12,194	-3.1%	Shares	Sole	2025-01-14
2024-09-30	$3,629,964	12,587	-0.5%	Shares	Sole	2024-10-09
2024-06-30	$3,225,486	12,645	-17.0%	Shares	Sole	2024-07-15
2024-03-31	$3,946,290	15,229	+0.1%	Shares	Sole	2024-04-30
2023-12-31	$3,439,042	15,217	-2.4%	Shares	Sole	2024-02-01
2023-09-30	$3,245,942	15,592	-8.2%	Shares	Sole	2023-10-12
2022-06-30	$3,337,338	16,977	-13.5%	Shares	Sole	2022-07-26
2022-03-31	$4,198,643	19,629	+13.8%	Shares	Sole	2022-05-10
2021-06-30	$2,741,715	17,250	—	Shares	Sole	2021-07-21
No filing history on record for this holder in this stock.