MAGNOLIA CAPITAL ADVISORS LLC

Position in CB — Chubb Ltd

CIK 1803662 RIDGELAND, MS

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,854,307

+$270,940 QoQ

Shares Held

5,442

+12.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#881

of 2,131 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $4,706,318 across 5 Insurance - Property & Casualty names. CB ranks #1 (39.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	5,442	$1,854,307
2	ALL	Allstate Corp	5,629	$1,339,364
3	L	Loews Corp	7,000	$792,470
4	TRV	Travelers Companies, Inc.	1,185	$391,192
5	PGR	Progressive Corp/Oh/	1,506	$328,985

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,307	5,442	+12.0%	Shares	Sole	2026-08-14
2026-03-31	$1,583,367	4,858	-13.7%	Shares	Sole	2026-05-15
2025-12-31	$1,757,859	5,632	+3.8%	Shares	Sole	2026-02-13
2025-09-30	$1,530,924	5,424	-4.2%	Shares	Sole	2025-11-13
2025-06-30	$1,640,974	5,664	-2.6%	Shares	Sole	2025-08-05
2025-03-31	$1,756,977	5,818	+3.7%	Shares	Sole	2025-05-13
2024-12-31	$1,550,871	5,613	+8.6%	Shares	Sole	2025-05-13
2024-09-30	$1,490,399	5,168	-4.5%	Shares	Sole	2024-10-30
2024-06-30	$1,380,492	5,412	-15.5%	Shares	Sole	2024-10-30
2023-06-30	$1,232,769	6,402	-1.1%	Shares	Sole	2023-08-08
2023-03-31	$1,257,315	6,475	+3.5%	Shares	Sole	2023-05-15
2022-12-31	$1,380,073	6,256	-0.5%	Shares	Sole	2023-02-14
2022-09-30	$1,143,661	6,288	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,235,898	6,287	-3.5%	Shares	Sole	2022-08-15
2022-03-31	$1,393,986	6,517	-4.9%	Shares	Sole	2022-05-16
2021-12-31	$1,324,946	6,854	+3.8%	Shares	Sole	2022-01-26
2021-09-30	$1,145,661	6,604	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$1,040,103	6,544	-1.1%	Shares	Sole	2021-07-29
2021-03-31	$1,044,813	6,614	+196.7%	Shares	Sole	2021-05-14
2020-12-31	$343,087	2,229	+7.1%	Shares	Sole	2021-01-29
2020-09-30	$241,645	2,081	-0.6%	Shares	Sole	2020-11-02
2020-06-30	$265,142	2,094	-10.0%	Shares	Sole	2020-07-30
2020-03-31	$259,902	2,327	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.