Kingsview Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1791965 GRANTS PASS, OR

Position in CB

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$1,766,055

+$69,916 QoQ

Shares Held

5,183

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#904

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kingsview Wealth Management, LLC holds $9,826,053 across 7 Insurance - Property & Casualty names. CB ranks #3 (18.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	13,826	$4,564,239
2	ALL	Allstate Corp	8,651	$2,058,418
3	CB	Chubb Ltd This page	5,183	$1,766,055
4	CINF	Cincinnati Financial Corp	2,681	$496,360
5	RLI	Rli Corp	6,259	$369,719
6	PGR	Progressive Corp/Oh/	1,579	$344,932
7	WRB	Berkley W R Corp	3,209	$226,330

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,766,055	5,183	-0.4%	Shares	Sole	2026-08-19
2026-03-31	$1,696,139	5,204	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$1,647,681	5,279	-63.9%	Shares	Sole	2026-02-09
2025-09-30	$4,132,703	14,642	+188.8%	Shares	Sole	2025-11-12
2025-06-30	$1,468,880	5,070	-1.2%	Shares	Sole	2025-08-08
2025-03-31	$1,549,208	5,130	-16.5%	Shares	Sole	2025-05-02
2024-12-31	$1,696,758	6,141	+1.6%	Shares	Sole	2025-01-28
2024-09-30	$1,742,740	6,043	+12.8%	Shares	Sole	2024-11-12
2024-06-30	$1,366,463	5,357	+1.0%	Shares	Sole	2024-08-14
2024-03-31	$1,374,166	5,303	+25.2%	Shares	Sole	2024-05-09
2023-12-31	$957,336	4,236	-0.8%	Shares	Sole	2024-02-08
2023-09-30	$888,928	4,270	+7.5%	Shares	Sole	2023-11-07
2023-06-30	$764,848	3,972	+4.1%	Shares	Sole	2023-08-10
2023-03-31	$740,602	3,814	-13.8%	Shares	Sole	2023-05-15
2022-12-31	$976,155	4,425	-8.3%	Shares	Sole	2023-02-13
2022-09-30	$877,934	4,827	+18.4%	Shares	Sole	2022-11-15
2022-06-30	$801,456	4,077	-49.8%	Shares	Sole	2022-08-16
2022-03-31	$1,736,440	8,118	+102.4%	Shares	Sole	2024-02-08
2021-12-31	$775,173	4,010	-0.8%	Shares	Sole	2022-02-17
2021-09-30	$701,553	4,044	+3.4%	Shares	Sole	2021-12-03
2021-06-30	$621,773	3,912	-0.1%	Shares	Sole	2021-08-17
2021-03-31	$618,768	3,917	-3.3%	Shares	Sole	2021-05-24
2020-12-31	$623,376	4,050	+6.4%	Shares	Sole	2021-02-16
2020-09-30	$441,952	3,806	-21.9%	Shares	Sole	2020-11-19
2020-06-30	$617,019	4,873	+8.6%	Shares	Sole	2020-08-14
2020-03-31	$501,041	4,486	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.