National Philanthropic Trust

Position in CB — Chubb Ltd

CIK 1785342 Jenkintown, PA

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$711,124

+$124,125 QoQ

Shares Held

2,087

+15.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,224

of 2,139 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

National Philanthropic Trust holds $3,736,149 across 3 Insurance - Property & Casualty names. CB ranks #3 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HGTY	Hagerty, Inc.	150,000	$1,788,000
2	WRB	Berkley W R Corp	17,539	$1,237,025
3	CB	Chubb Ltd This page	2,087	$711,124

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,124	2,087	+15.9%	Shares	Sole	2026-08-14
2026-03-31	$586,999	1,801	0.0%	Shares	Sole	2026-05-15
2025-12-31	$562,128	1,801	+29.7%	Shares	Sole	2026-05-15
2023-12-31	$313,914	1,389	—	Shares	Sole	2026-06-12
No filing history on record for this holder in this stock.