Skip to main content
Equibles

Avion Wealth

Position in CB — Chubb Ltd

CIK 1792704 THE WOODLANDS, TX
Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Jul 31, 2026
Position Value
$42,592
+$3,481 QoQ
Shares Held
125
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,970
of 2,141 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Avion Wealth holds $206,091 across 18 Insurance - Property & Casualty names. CB ranks #2 (20.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ALL
Allstate Corp
 281 $66,861
2 CB
Chubb Ltd
This page 		125 $42,592
3 PGR
Progressive Corp/Oh/
 141 $30,801
4 TRV
Travelers Companies, Inc.
 67 $22,118
5 L
Loews Corp
 95 $10,754
6 CINF
Cincinnati Financial Corp
 38 $7,035
7 LMND
Lemonade, Inc.
 100 $6,505
8 WRB
Berkley W R Corp
 78 $5,501

All Filings in CB

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $42,592 125
2026-03-31 $39,111 120
2025-12-31 $34,021 109
2025-09-30 $101,045 358
2025-06-30 $106,327 367
2025-03-31 $102,072 338
2024-12-31 $93,389 338
2024-09-30 $96,610 335
2024-06-30 $14,539 57
2024-03-31 $14,252 55
2023-12-31 $10,622 47
2023-09-30 $7,910 38
2023-06-30 $3,657 19
2023-03-31 $2 13
2021-09-30 $20,297 117
2021-06-30 $18,595 117
2021-03-31 $18,482 117
2020-12-31 $18,008 117
2020-09-30 $13,586 117
2020-06-30 $14,814 117
2020-03-31 $13,067 117