Kestra Advisory Services, LLC

Position in CB — Chubb Ltd

CIK 1830819 AUSTIN, TX

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$13,108,267

+$1,743,740 QoQ

Shares Held

38,470

+10.3% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#381

of 2,131 holders

Holding Since

Sep 2020

24 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $72,540,059 across 17 Insurance - Property & Casualty names. CB ranks #3 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	58,837	$19,423,270
2	CINF	Cincinnati Financial Corp	102,291	$18,938,155
3	CB	Chubb Ltd This page	38,470	$13,108,267
4	ALL	Allstate Corp	33,550	$7,982,887
5	WRB	Berkley W R Corp	63,404	$4,471,884
6	PGR	Progressive Corp/Oh/	16,449	$3,593,284
7	MKL	Markel Group Inc.	667	$1,302,657
8	ORI	Old Republic International Corp	21,479	$878,920

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,108,267	38,470	+10.3%	Shares	Sole	2026-07-28
2026-03-31	$11,364,527	34,868	+2.9%	Shares	Sole	2026-04-30
2025-12-31	$10,571,504	33,870	-27.4%	Shares	Sole	2026-02-13
2025-09-30	$13,174,018	46,675	+23.8%	Shares	Sole	2025-11-14
2025-06-30	$10,927,369	37,717	-2.5%	Shares	Sole	2025-08-15
2025-03-31	$11,681,879	38,683	+1.0%	Shares	Sole	2025-05-14
2024-12-31	$10,584,776	38,309	-19.2%	Shares	Sole	2025-02-10
2024-09-30	$13,676,318	47,423	-8.8%	Shares	Sole	2024-11-13
2024-06-30	$13,266,455	52,009	+43.1%	Shares	Sole	2024-08-14
2024-03-31	$9,418,338	36,346	+4.3%	Shares	Sole	2024-05-15
2023-12-31	$7,873,388	34,838	+1.1%	Shares	Sole	2024-02-14
2023-09-30	$7,177,005	34,475	-22.1%	Shares	Sole	2023-11-13
2023-06-30	$8,522,898	44,261	+23.1%	Shares	Sole	2023-08-11
2023-03-31	$6,980,771	35,950	-26.6%	Shares	Sole	2023-05-12
2022-12-31	$10,811,826	49,011	-4.2%	Shares	Sole	2023-01-31
2022-09-30	$9,307,163	51,172	+40.3%	Shares	Sole	2022-11-01
2022-06-30	$7,169,272	36,470	+13.7%	Shares	Sole	2022-08-12
2022-03-31	$6,860,628	32,074	-24.4%	Shares	Sole	2022-07-20
2021-12-31	$8,206,202	42,451	+30.2%	Shares	Sole	2022-07-25
2021-09-30	$5,655,968	32,603	-16.4%	Shares	Sole	2022-07-25
2021-06-30	$6,200,567	39,012	-8.3%	Shares	Sole	2022-07-26
2021-03-31	$6,717,358	42,523	+106.3%	Shares	Sole	2022-07-27
2020-12-31	$3,172,599	20,612	-24.8%	Shares	Sole	2022-07-28
2020-09-30	$3,181,223	27,396	—	Shares	Sole	2022-07-29
No filing history on record for this holder in this stock.