Carl P. Sherr & Co., LLC

Position in CB — Chubb Ltd

CIK 1818535 WORCESTER, MA

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$204,784

New position

Shares Held

601

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,820

of 2,131 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carl P. Sherr & Co., LLC holds $3,953,507 across 6 Insurance - Property & Casualty names. CB ranks #6 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAFT	Safety Insurance Group Inc	27,618	$2,067,483
2	MCY	Mercury General Corp	9,000	$959,580
3	KMPR	KEMPER Corp	10,000	$269,600
4	ALL	Allstate Corp	1,000	$237,940
5	THG	Hanover Insurance Group, Inc.	1,000	$214,120
6	CB	Chubb Ltd This page	601	$204,784

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$204,784	601	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.