WADDELL & ASSOCIATES, LLC

Position in CB — Chubb Ltd

CIK 1776757 MEMPHIS, TN

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,906,781

+$243,887 QoQ

Shares Held

5,596

+9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#872

of 2,131 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $5,028,435 across 6 Insurance - Property & Casualty names. CB ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	5,596	$1,906,781
2	ALL	Allstate Corp	4,660	$1,108,800
3	TRV	Travelers Companies, Inc.	3,059	$1,009,837
4	PGR	Progressive Corp/Oh/	2,421	$528,867
5	THG	Hanover Insurance Group, Inc.	1,190	$254,802
6	WRB	Berkley W R Corp	3,110	$219,348

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,906,781	5,596	+9.7%	Shares	Sole	2026-07-15
2026-03-31	$1,662,894	5,102	+2.6%	Shares	Sole	2026-05-11
2025-12-31	$1,552,797	4,975	+129.3%	Shares	Sole	2026-02-11
2025-09-30	$612,482	2,170	+70.9%	Shares	Sole	2025-11-10
2025-06-30	$367,944	1,270	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.