PACES FERRY WEALTH ADVISORS, LLC

Position in CB — Chubb Ltd

CIK 1819919 ATLANTA, GA

Position in CB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$449,776

+$2,926 QoQ

Shares Held

1,320

-3.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#1,415

of 2,131 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PACES FERRY WEALTH ADVISORS, LLC holds $1,100,069 across 3 Insurance - Property & Casualty names. CB ranks #1 (40.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	1,320	$449,776
2	CINF	Cincinnati Financial Corp	2,168	$401,383
3	TRV	Travelers Companies, Inc.	754	$248,910

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,776	1,320	-3.7%	Shares	Sole	2026-08-13
2026-03-31	$446,850	1,371	0.0%	Shares	Sole	2026-05-06
2025-12-31	$427,916	1,371	-1.2%	Shares	Sole	2026-02-11
2025-09-30	$391,763	1,388	-0.4%	Shares	Sole	2025-11-14
2025-06-30	$403,869	1,394	-2.8%	Shares	Sole	2025-08-14
2025-03-31	$433,053	1,434	-4.5%	Shares	Sole	2025-05-14
2024-12-31	$414,726	1,501	-2.2%	Shares	Sole	2025-02-11
2024-09-30	$442,678	1,535	-3.2%	Shares	Sole	2024-11-12
2024-06-30	$404,301	1,585	+3.3%	Shares	Sole	2024-08-12
2024-03-31	$397,764	1,535	-5.9%	Shares	Sole	2024-05-01
2023-12-31	$368,606	1,631	0.0%	Shares	Sole	2024-02-05
2023-09-30	$339,541	1,631	-2.3%	Shares	Sole	2023-11-13
2023-06-30	$321,575	1,670	-5.9%	Shares	Sole	2023-07-28
2023-03-31	$344,475	1,774	+8.2%	Shares	Sole	2023-04-24
2022-12-31	$361,563	1,639	+3.9%	Shares	Sole	2023-01-24
2022-09-30	$287,006	1,578	+8.0%	Shares	Sole	2022-10-13
2022-06-30	$287,203	1,461	-0.9%	Shares	Sole	2022-07-28
2022-03-31	$315,288	1,474	0.0%	Shares	Sole	2022-04-20
2021-12-31	$284,938	1,474	-3.1%	Shares	Sole	2022-01-19
2021-09-30	$263,863	1,521	-9.7%	Shares	Sole	2021-10-29
2021-06-30	$267,654	1,684	+1.5%	Shares	Sole	2021-07-21
2021-03-31	$262,072	1,659	+3.2%	Shares	Sole	2021-05-19
2020-12-31	$247,503	1,608	-5.2%	Shares	Sole	2021-03-05
2020-09-30	$196,939	1,696	—	Shares	Sole	2020-11-19
No filing history on record for this holder in this stock.