ATTICUS WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1800234 Palm Beach Gardens, FL

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$267,821

+$7,729 QoQ

Shares Held

786

-1.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,687

of 2,138 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ATTICUS WEALTH MANAGEMENT, LLC holds $2,518,668 across 6 Insurance - Property & Casualty names. CB ranks #5 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ORI	Old Republic International Corp	17,452	$714,135
2	TRV	Travelers Companies, Inc.	1,391	$459,196
3	WRB	Berkley W R Corp	5,933	$418,454
4	ALL	Allstate Corp	1,670	$397,359
5	CB	Chubb Ltd This page	786	$267,821
6	MKL	Markel Group Inc.	134	$261,703

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,821	786	-1.5%	Shares	Sole	2026-07-15
2026-03-31	$260,092	798	-8.9%	Shares	Sole	2026-04-28
2025-12-31	$273,417	876	+0.2%	Shares	Sole	2026-02-09
2025-09-30	$246,686	874	+48.9%	Shares	Sole	2025-11-07
2025-06-30	$170,065	587	+433.6%	Shares	Sole	2025-07-10
2025-03-31	$33,218	110	0.0%	Shares	Sole	2025-04-22
2024-12-31	$30,393	110	0.0%	Shares	Sole	2025-01-22
2024-09-30	$31,722	110	-2.7%	Shares	Sole	2024-10-15
2024-06-30	$28,824	113	0.0%	Shares	Sole	2024-07-17
2024-03-31	$29,281	113	0.0%	Shares	Sole	2024-04-17
2023-12-31	$25,538	113	0.0%	Shares	Sole	2024-01-17
2023-09-30	$23,524	113	0.0%	Shares	Sole	2023-11-16
2023-06-30	$21,759	113	0.0%	Shares	Sole	2023-07-21
2023-03-31	$21,942	113	0.0%	Shares	Sole	2023-04-17
2022-12-31	$24,927	113	0.0%	Shares	Sole	2023-01-31
2022-09-30	$20,552	113	0.0%	Shares	Sole	2022-10-18
2022-06-30	$22,213	113	0.0%	Shares	Sole	2022-07-13
2022-03-31	$24,170	113	0.0%	Shares	Sole	2022-04-15
2021-12-31	$21,844	113	—	Shares	Sole	2022-01-26
No filing history on record for this holder in this stock.