Apella Capital, LLC

Position in CB — Chubb Ltd

CIK 1801507 WEST HARTFORD, CT

Position in CB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$593,228

+$47,948 QoQ

Shares Held

1,741

+4.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,301

of 2,131 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $2,928,859 across 5 Insurance - Property & Casualty names. CB ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	5,142	$1,223,487
2	CB	Chubb Ltd This page	1,741	$593,228
3	TRV	Travelers Companies, Inc.	1,407	$464,478
4	PGR	Progressive Corp/Oh/	1,582	$345,587
5	WRB	Berkley W R Corp	4,283	$302,079

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$593,228	1,741	+4.1%	Shares	Sole	2026-07-08
2026-03-31	$545,280	1,673	+92.7%	Shares	Sole	2026-04-20
2025-12-31	$270,920	868	-4.7%	Shares	Sole	2026-01-21
2025-09-30	$257,129	911	+15.3%	Shares	Sole	2025-10-17
2025-06-30	$228,878	790	—	Shares	Sole	2025-07-08
No filing history on record for this holder in this stock.