U.S. Capital Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1808915 AUSTIN, TX

Position in CB

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$2,413,837

+$193,728 QoQ

Shares Held

7,406

+4.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

U.S. Capital Wealth Advisors, LLC holds $23,790,319 across 5 Insurance - Property & Casualty names. CB ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	64,861	$18,918,656
2	CB	Chubb Ltd This page	7,406	$2,413,837
3	ALL	Allstate Corp	7,879	$1,633,631
4	PGR	Progressive Corp/Oh/	3,078	$610,182
5	L	Loews Corp	2,005	$214,013

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,413,837	7,406	+4.1%	Shares	Sole	2026-04-07
2025-12-31	$2,220,109	7,113	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$2,120,262	7,512	-2.2%	Shares	Sole	2025-10-09
2025-06-30	$2,225,629	7,682	-23.2%	Shares	Sole	2025-07-14
2025-03-31	$3,020,503	10,002	+15.6%	Shares	Sole	2025-04-29
2024-12-31	$2,391,376	8,655	-48.0%	Shares	Sole	2025-01-24
2024-09-30	$4,797,656	16,636	+14.5%	Shares	Sole	2024-10-22
2024-06-30	$3,707,332	14,534	-5.4%	Shares	Sole	2024-07-11
2024-03-31	$3,981,273	15,364	-13.1%	Shares	Sole	2024-05-10
2023-12-31	$3,995,454	17,679	+95.5%	Shares	Sole	2024-02-06
2023-09-30	$1,882,155	9,041	+1.2%	Shares	Sole	2023-10-19
2023-06-30	$1,720,716	8,936	+2.1%	Shares	Sole	2023-08-04
2023-03-31	$1,698,880	8,749	-5.6%	Shares	Sole	2023-05-11
2022-12-31	$2,043,859	9,265	-0.8%	Shares	Sole	2023-02-03
2022-09-30	$1,698,759	9,340	-1.8%	Shares	Sole	2022-11-01
2022-06-30	$1,868,886	9,507	+0.0%	Shares	Sole	2022-08-12
2022-03-31	$2,033,333	9,506	-4.9%	Shares	Sole	2022-05-12
2021-12-31	$1,933,100	10,000	+0.2%	Shares	Sole	2022-01-21
2021-09-30	$1,731,503	9,981	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.