Sound View Wealth Advisors Group, LLC

Position in CB — Chubb Ltd

CIK 1784777 SAVANNAH, GA

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$704,991

+$46,287 QoQ

Shares Held

2,069

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,226

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Financial Services · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $9,153,711 across 5 Insurance - Property & Casualty names. CB ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	18,341	$4,006,591
2	WRB	Berkley W R Corp	46,743	$3,296,783
3	TRV	Travelers Companies, Inc.	2,224	$734,186
4	CB	Chubb Ltd This page	2,069	$704,991
5	ALL	Allstate Corp	1,728	$411,160

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$704,991	2,069	+2.4%	Shares	Sole	2026-08-11
2026-03-31	$658,704	2,021	-0.1%	Shares	Sole	2026-05-06
2025-12-31	$631,418	2,023	+0.9%	Shares	Sole	2026-01-08
2025-09-30	$565,911	2,005	-5.2%	Shares	Sole	2025-11-10
2025-06-30	$613,047	2,116	+11.4%	Shares	Sole	2025-08-07
2025-03-31	$573,479	1,899	+1.2%	Shares	Sole	2025-05-08
2024-12-31	$518,338	1,876	+2.5%	Shares	Sole	2025-02-07
2024-09-30	$527,753	1,830	+6.4%	Shares	Sole	2024-11-12
2024-06-30	$438,737	1,720	+1.8%	Shares	Sole	2024-08-05
2024-03-31	$437,670	1,689	-2.3%	Shares	Sole	2024-05-09
2023-12-31	$390,528	1,728	-1.1%	Shares	Sole	2024-02-08
2023-09-30	$363,690	1,747	+10.9%	Shares	Sole	2023-11-07
2023-06-30	$303,282	1,575	+5.3%	Shares	Sole	2023-08-08
2023-03-31	$290,493	1,496	-13.4%	Shares	Sole	2023-05-12
2022-12-31	$381,196	1,728	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.