MITCHELL & PAHL PRIVATE WEALTH, LLC

Position in CB — Chubb Ltd

CIK 1836506 OKLAHOMA CITY, OK

Position in CB

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

Position Value

$2,703,090

+$187,889 QoQ

Shares Held

7,933

+2.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.00%

of 13F equity value

Holder Rank

#765

of 2,131 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MITCHELL & PAHL PRIVATE WEALTH, LLC holds $5,226,324 across 3 Insurance - Property & Casualty names. CB ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	7,933	$2,703,090
2	WRB	Berkley W R Corp	22,183	$1,564,566
3	TRV	Travelers Companies, Inc.	2,904	$958,668

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,703,090	7,933	+2.8%	Shares	Sole	2026-07-13
2026-03-31	$2,515,201	7,717	+3.3%	Shares	Sole	2026-04-24
2025-12-31	$2,331,536	7,470	+1.2%	Shares	Sole	2026-01-14
2025-09-30	$2,083,287	7,381	+0.5%	Shares	Sole	2025-10-09
2025-06-30	$2,128,283	7,346	+2.6%	Shares	Sole	2025-07-11
2025-03-31	$2,163,154	7,163	-0.6%	Shares	Sole	2025-04-09
2024-12-31	$1,991,570	7,208	+6.4%	Shares	Sole	2025-01-16
2024-09-30	$1,954,130	6,776	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$1,726,636	6,769	-1.1%	Shares	Sole	2024-07-12
2024-03-31	$1,774,263	6,847	+1.7%	Shares	Sole	2024-04-26
2023-12-31	$1,520,980	6,730	-3.0%	Shares	Sole	2024-02-09
2023-09-30	$1,444,352	6,938	+8.4%	Shares	Sole	2023-10-31
2023-06-30	$1,232,576	6,401	+5.5%	Shares	Sole	2023-08-07
2023-03-31	$1,177,701	6,065	+3.9%	Shares	Sole	2023-05-05
2022-12-31	$1,287,421	5,836	+5.6%	Shares	Sole	2023-02-10
2022-09-30	$1,005,432	5,528	+8.4%	Shares	Sole	2022-11-01
2022-06-30	$1,002,361	5,099	+9.9%	Shares	Sole	2022-07-25
2022-03-31	$992,282	4,639	+11.5%	Shares	Sole	2022-04-14
2021-12-31	$804,362	4,161	+6.6%	Shares	Sole	2022-01-19
2021-09-30	$677,265	3,904	+1.3%	Shares	Sole	2021-11-03
2021-06-30	$612,713	3,855	+9.8%	Shares	Sole	2021-07-14
2021-03-31	$554,632	3,511	+12.2%	Shares	Sole	2021-04-29
2020-12-31	$481,769	3,130	—	Shares	Sole	2021-02-09
No filing history on record for this holder in this stock.