WEALTH ALLIANCE, LLC

Position in CB — Chubb Ltd

CIK 1793904 MELLVILLE, NY

Position in CB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$345,851

+$37,196 QoQ

Shares Held

1,015

+7.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,543

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ALLIANCE, LLC holds $2,589,822 across 5 Insurance - Property & Casualty names. CB ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	2,252	$743,430
2	PGR	Progressive Corp/Oh/	2,846	$621,708
3	WRB	Berkley W R Corp	8,640	$609,379
4	CB	Chubb Ltd This page	1,015	$345,851
5	KNSL	Kinsale Capital Group, Inc.	817	$269,454

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,851	1,015	+7.2%	Shares	Defined	2026-08-11
2026-03-31	$308,655	947	+40.5%	Shares	Defined	2026-05-14
2025-12-31	$210,368	674	-76.4%	Shares	Defined	2026-02-13
2025-06-30	$825,991	2,851	+5.3%	Shares	Defined	2025-08-08
2025-03-31	$817,486	2,707	-13.3%	Shares	Defined	2025-05-05
2024-12-31	$862,884	3,123	+1.1%	Shares	Defined	2025-02-03
2024-09-30	$890,548	3,088	-0.0%	Shares	Defined	2024-11-04
2024-06-30	$787,942	3,089	-8.2%	Shares	Defined	2024-08-09
2024-03-31	$872,231	3,366	-2.5%	Shares	Defined	2024-05-10
2023-12-31	$780,604	3,454	-0.3%	Shares	Defined	2024-01-30
2023-09-30	$720,927	3,463	-2.6%	Shares	Defined	2023-11-09
2023-06-30	$684,935	3,557	-39.5%	Shares	Defined	2023-08-02
2023-03-31	$1,141,195	5,877	+1.7%	Shares	Defined	2023-05-11
2022-12-31	$1,275,068	5,780	-0.8%	Shares	Defined	2023-02-13
2022-09-30	$1,059,450	5,825	-2.5%	Shares	Sole	2022-11-14
2022-06-30	$1,174,958	5,977	+87.5%	Shares	Sole	2022-10-11
2022-03-31	$681,698	3,187	+1.1%	Shares	Defined	2022-05-10
2021-12-31	$609,119	3,151	+1.3%	Shares	Defined	2022-02-14
2021-09-30	$539,522	3,110	+0.5%	Shares	Defined	2021-11-12
2021-06-30	$491,760	3,094	+1.1%	Shares	Defined	2021-08-16
2021-03-31	$483,546	3,061	-7.8%	Shares	Defined	2021-05-18
2020-12-31	$510,860	3,319	+3.3%	Shares	Defined	2021-02-11
2020-09-30	$373,093	3,213	-0.7%	Shares	Defined	2020-12-01
2020-06-30	$409,868	3,237	+28.5%	Shares	Defined	2020-08-14
2020-03-31	$281,347	2,519	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.