Journey Advisory Group, LLC

Position in CB — Chubb Ltd

CIK 1840085 COVINGTON, KY

Position in CB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,730,618

+$157,028 QoQ

Shares Held

5,079

+5.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#913

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

Journey Advisory Group, LLC holds $8,020,948 across 4 Insurance - Property & Casualty names. CB ranks #2 (21.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	26,510	$4,908,061
2	CB	Chubb Ltd This page	5,079	$1,730,618
3	AFG	American Financial Group Inc	5,077	$710,475
4	TRV	Travelers Companies, Inc.	2,035	$671,794

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,730,618	5,079	+5.2%	Shares	Sole	2026-08-04
2026-03-31	$1,573,590	4,828	-0.7%	Shares	Sole	2026-05-05
2025-12-31	$1,516,903	4,860	-12.9%	Shares	Sole	2026-01-27
2025-09-30	$1,574,108	5,577	-4.6%	Shares	Sole	2025-11-10
2025-06-30	$1,693,992	5,847	0.0%	Shares	Sole	2025-07-30
2025-03-31	$1,765,735	5,847	-0.6%	Shares	Sole	2025-05-13
2024-12-31	$1,625,749	5,884	0.0%	Shares	Sole	2025-02-04
2024-09-30	$1,696,886	5,884	0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,500,890	5,884	-9.2%	Shares	Sole	2024-08-02
2024-03-31	$1,678,385	6,477	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,466,062	6,487	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$1,369,199	6,577	+6.4%	Shares	Sole	2023-11-15
2023-06-30	$1,190,598	6,183	-24.9%	Shares	Sole	2023-08-09
2023-03-31	$1,599,266	8,236	-25.8%	Shares	Sole	2023-05-04
2022-12-31	$2,447,777	11,096	-6.0%	Shares	Sole	2023-02-07
2022-09-30	$2,147,093	11,805	-5.2%	Shares	Sole	2022-11-09
2022-06-30	$2,448,403	12,455	+12.4%	Shares	Sole	2022-08-02
2022-03-31	$2,370,225	11,081	-4.6%	Shares	Sole	2022-05-13
2021-12-31	$2,245,488	11,616	+6.5%	Shares	Sole	2022-02-11
2021-09-30	$1,891,799	10,905	-20.8%	Shares	Sole	2021-11-12
2021-06-30	$2,187,491	13,763	-2.1%	Shares	Sole	2021-08-13
2021-03-31	$2,221,532	14,063	-0.2%	Shares	Sole	2021-05-11
2020-12-31	$2,169,348	14,094	—	Shares	Sole	2021-01-19
No filing history on record for this holder in this stock.