CBIZ Investment Advisory Services, LLC

Position in CB — Chubb Ltd

CIK 1795934 INDEPENDENCE, OH

Position in CB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,066

+$133 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,105

of 2,131 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $130,092 across 6 Insurance - Property & Casualty names. CB ranks #5 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	208	$68,664
2	KMPR	KEMPER Corp	1,805	$48,662
3	PGR	Progressive Corp/Oh/	18	$3,932
4	KNSL	Kinsale Capital Group, Inc.	11	$3,627
5	CB	Chubb Ltd This page	9	$3,066
6	ALL	Allstate Corp	9	$2,141

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,066	9	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,933	9	-89.0%	Shares	Sole	2026-05-12
2025-12-31	$25,593	82	+148.5%	Shares	Sole	2026-02-09
2025-09-30	$9,314	33	-38.9%	Shares	Sole	2025-11-06
2025-06-30	$15,644	54	+800.0%	Shares	Sole	2025-08-11
2025-03-31	$1,811	6	—	Shares	Sole	2025-06-03
No filing history on record for this holder in this stock.