GREAT VALLEY ADVISOR GROUP, INC.

Position in CB — Chubb Ltd

CIK 1769897 WILMINGTON, DE

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,919,191

+$231,619 QoQ

Shares Held

11,502

+1.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#658

of 2,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $7,943,643 across 6 Insurance - Property & Casualty names. CB ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	11,502	$3,919,191
2	PGR	Progressive Corp/Oh/	7,700	$1,682,065
3	ALL	Allstate Corp	3,977	$946,287
4	TRV	Travelers Companies, Inc.	2,747	$906,839
5	CINF	Cincinnati Financial Corp	1,332	$246,606
6	AFG	American Financial Group Inc	1,734	$242,655

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,919,191	11,502	+1.7%	Shares	Sole	2026-08-10
2026-03-31	$3,687,572	11,314	+2.9%	Shares	Sole	2026-05-11
2025-12-31	$3,431,447	10,994	+6.9%	Shares	Sole	2026-02-12
2025-09-30	$2,903,223	10,286	+12.1%	Shares	Sole	2025-11-14
2025-06-30	$2,658,760	9,177	-37.1%	Shares	Sole	2025-08-14
2025-03-31	$4,402,711	14,579	-56.2%	Shares	Sole	2025-05-08
2024-12-31	$9,196,645	33,285	+5.3%	Shares	Sole	2025-02-24
2024-09-30	$9,113,124	31,600	+1.3%	Shares	Sole	2024-11-12
2024-06-30	$7,953,394	31,180	+15.1%	Shares	Sole	2024-07-16
2024-03-31	$7,017,240	27,080	+338.0%	Shares	Sole	2024-05-06
2023-12-31	$1,397,358	6,183	+21.4%	Shares	Sole	2024-02-06
2023-09-30	$1,059,844	5,091	+14.9%	Shares	Sole	2023-11-07
2023-06-30	$852,848	4,429	-1.5%	Shares	Sole	2023-08-10
2023-03-31	$873,033	4,496	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.