Ranch Capital Advisors Inc.

Position in CB — Chubb Ltd

CIK 1793269 SARASOTA, FL

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$912,842

+$78,788 QoQ

Shares Held

2,679

+4.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,120

of 2,131 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ranch Capital Advisors Inc. holds $1,376,617 across 2 Insurance - Property & Casualty names. CB ranks #1 (66.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	2,679	$912,842
2	CINF	Cincinnati Financial Corp	2,505	$463,775

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$912,842	2,679	+4.7%	Shares	Sole	2026-08-03
2026-03-31	$834,054	2,559	+2.1%	Shares	Sole	2026-05-06
2025-12-31	$782,484	2,507	+1.1%	Shares	Sole	2026-02-05
2025-09-30	$699,980	2,480	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$720,243	2,486	+3.9%	Shares	Sole	2025-07-31
2025-03-31	$722,360	2,392	+0.2%	Shares	Sole	2025-05-09
2024-12-31	$659,528	2,387	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$679,446	2,356	+1.9%	Shares	Sole	2024-11-12
2024-06-30	$589,489	2,311	+15.7%	Shares	Sole	2024-08-13
2024-03-31	$517,741	1,998	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$449,966	1,991	+150.8%	Shares	Sole	2024-02-14
2021-09-30	$137,743	794	0.0%	Shares	Sole	2021-11-15
2021-06-30	$126,198	794	0.0%	Shares	Sole	2021-08-16
2021-03-31	$125,428	794	0.0%	Shares	Sole	2021-05-17
2020-12-31	$122,212	794	-4.6%	Shares	Sole	2021-02-16
2020-09-30	$96,611	832	0.0%	Shares	Sole	2020-11-16
2020-06-30	$105,347	832	-13.3%	Shares	Sole	2020-08-12
2020-03-31	$107,222	960	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.