HARRELL INVESTMENT PARTNERS, LLC

Position in CB — Chubb Ltd

CIK 1802882 AUSTIN, TX

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$6,348,326

+$312,429 QoQ

Shares Held

18,631

+0.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.52%

of 13F equity value

Holder Rank

#527

of 2,131 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

HARRELL INVESTMENT PARTNERS, LLC holds $7,746,106 across 3 Insurance - Property & Casualty names. CB ranks #1 (82.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	18,631	$6,348,326
2	ORI	Old Republic International Corp	27,123	$1,109,873
3	ALL	Allstate Corp	1,210	$287,907

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,348,326	18,631	+0.6%	Shares	Sole	2026-07-09
2026-03-31	$6,035,897	18,519	-6.8%	Shares	Sole	2026-04-22
2025-12-31	$6,201,512	19,869	-2.8%	Shares	Sole	2026-01-15
2025-09-30	$5,770,036	20,443	-3.1%	Shares	Sole	2025-10-23
2025-06-30	$6,114,830	21,106	+11.1%	Shares	Sole	2025-07-15
2025-03-31	$5,738,715	19,003	-2.5%	Shares	Sole	2025-04-21
2024-12-31	$5,384,258	19,487	-29.9%	Shares	Sole	2025-01-21
2024-09-30	$8,017,818	27,802	-1.7%	Shares	Sole	2024-10-11
2024-06-30	$7,215,192	28,286	-1.2%	Shares	Sole	2024-07-18
2024-03-31	$7,416,041	28,619	+1.2%	Shares	Sole	2024-05-10
2023-12-31	$6,389,246	28,271	+2.2%	Shares	Sole	2024-01-22
2023-09-30	$5,758,258	27,660	+5.4%	Shares	Sole	2023-10-30
2023-06-30	$5,052,581	26,239	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$4,990,037	25,698	+6.6%	Shares	Sole	2023-05-04
2022-12-31	$5,317,121	24,103	+9.9%	Shares	Sole	2023-02-13
2022-09-30	$3,988,810	21,931	+8.1%	Shares	Sole	2022-11-14
2022-06-30	$3,989,591	20,295	+4.9%	Shares	Sole	2022-08-15
2022-03-31	$4,139,392	19,352	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$3,776,697	19,537	-3.3%	Shares	Sole	2022-02-14
2021-09-30	$3,506,030	20,210	+15.3%	Shares	Sole	2021-11-12
2021-06-30	$2,786,695	17,533	+9.0%	Shares	Sole	2021-08-16
2021-03-31	$2,540,947	16,085	+5.9%	Shares	Sole	2021-05-17
2020-12-31	$2,336,813	15,182	-25.1%	Shares	Sole	2021-02-16
2020-09-30	$2,353,171	20,265	-0.6%	Shares	Sole	2020-11-13
2020-03-31	$2,277,247	20,389	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.