Net Worth Advisory Group

Position in CB — Chubb Ltd

CIK 1791998 SANDY, UT

Position in CB

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

Position Value

$821,183

+$16,788 QoQ

Shares Held

2,410

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#1,157

of 2,131 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Net Worth Advisory Group holds $4,405,623 across 4 Insurance - Property & Casualty names. CB ranks #3 (18.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	5,249	$1,732,799
2	ALL	Allstate Corp	4,642	$1,104,517
3	CB	Chubb Ltd This page	2,410	$821,183
4	WRB	Berkley W R Corp	10,593	$747,124

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$821,183	2,410	-2.4%	Shares	Sole	2026-07-14
2026-03-31	$804,395	2,468	-2.3%	Shares	Sole	2026-05-05
2025-12-31	$788,415	2,526	-12.8%	Shares	Sole	2026-01-14
2025-09-30	$817,960	2,898	-3.3%	Shares	Sole	2025-10-15
2025-06-30	$868,290	2,997	-2.4%	Shares	Sole	2025-07-22
2025-03-31	$927,109	3,070	+27.2%	Shares	Sole	2025-04-15
2024-12-31	$666,988	2,414	+0.2%	Shares	Sole	2025-02-07
2024-09-30	$694,443	2,408	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.