Avalon Trust Co

Bank

Position in CB — Chubb Ltd

CIK 1798150 SANTA FE, NM

Position in CB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$256,577

+$11,152 QoQ

Shares Held

753

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,704

of 2,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Avalon Trust Co holds $29,972,164 across 6 Insurance - Property & Casualty names. CB ranks #4 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	118,434	$25,871,907
2	TRV	Travelers Companies, Inc.	8,734	$2,883,268
3	MKL	Markel Group Inc.	429	$837,841
4	CB	Chubb Ltd This page	753	$256,577
5	KNSL	Kinsale Capital Group, Inc.	350	$115,433
6	ALL	Allstate Corp	30	$7,138

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,577	753	0.0%	Shares	Sole	2026-08-06
2026-03-31	$245,425	753	+74.3%	Shares	Sole	2026-05-06
2025-12-31	$134,835	432	-0.9%	Shares	Sole	2026-02-09
2025-09-30	$123,061	436	+2.3%	Shares	Sole	2025-11-10
2025-06-30	$123,420	426	-10.9%	Shares	Sole	2025-08-08
2025-03-31	$144,351	478	+12.2%	Shares	Sole	2025-05-09
2024-12-31	$117,703	426	0.0%	Shares	Sole	2025-02-10
2024-09-30	$122,854	426	-8.6%	Shares	Sole	2024-11-13
2024-06-30	$118,867	466	0.0%	Shares	Sole	2024-08-12
2024-03-31	$120,754	466	0.0%	Shares	Sole	2024-05-07
2023-12-31	$105,316	466	0.0%	Shares	Sole	2024-02-06
2023-09-30	$97,011	466	0.0%	Shares	Sole	2023-11-13
2023-06-30	$89,732	466	0.0%	Shares	Sole	2023-08-09
2023-03-31	$90,487	466	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.