Stokes Family Office, LLC

Family Office

Position in CB — Chubb Ltd

CIK 1802278 NEW ORLEANS, LA

Position in CB

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

Position Value

$243,969

-$11,234 QoQ

Shares Held

716

-8.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,733

of 2,131 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stokes Family Office, LLC holds $1,025,605 across 3 Insurance - Property & Casualty names. CB ranks #2 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	1,714	$565,825
2	CB	Chubb Ltd This page	716	$243,969
3	ALL	Allstate Corp	907	$215,811

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$243,969	716	-8.6%	Shares	Sole	2026-08-11
2026-03-31	$255,203	783	-14.0%	Shares	Sole	2026-05-12
2025-12-31	$284,029	910	+23.5%	Shares	Sole	2026-02-18
2025-09-30	$208,018	737	-69.8%	Shares	Sole	2025-11-14
2023-09-30	$507,751	2,439	+4.4%	Shares	Other	2023-11-13
2023-06-30	$450,012	2,337	-20.2%	Shares	Other	2023-08-14
2023-03-31	$568,559	2,928	+0.4%	Shares	Other	2023-05-08
2022-12-31	$643,269	2,916	-3.6%	Shares	Other	2023-02-14
2022-09-30	$550,368	3,026	-2.0%	Shares	Other	2022-11-14
2022-06-30	$607,039	3,088	-5.5%	Shares	Other	2022-08-05
2022-03-31	$698,811	3,267	-0.4%	Shares	Other	2022-05-16
2021-12-31	$634,056	3,280	+2.3%	Shares	Other	2022-02-15
2021-09-30	$556,350	3,207	+2.8%	Shares	Other	2021-11-15
2021-06-30	$495,892	3,120	-20.3%	Shares	Other	2021-08-12
2021-03-31	$618,768	3,917	+53.9%	Shares	Other	2021-05-13
2020-12-31	$391,726	2,545	—	Shares	Other	2021-02-10
No filing history on record for this holder in this stock.