Addison Advisors LLC

Position in CB — Chubb Ltd

CIK 1843745 MIDDLEBURY, VT

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$10,222

-$37,037 QoQ

Shares Held

-79.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,064

of 2,131 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Addison Advisors LLC holds $142,312 across 6 Insurance - Property & Casualty names. CB ranks #2 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	326	$107,618
2	CB	Chubb Ltd This page	30	$10,222
3	AIZ	Assurant, Inc.	36	$9,667
4	ALL	Allstate Corp	27	$6,424
5	CNA	Cna Financial Corp	123	$5,979
6	PGR	Progressive Corp/Oh/	11	$2,402

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,222	30	-79.3%	Shares	Sole	2026-08-10
2026-03-31	$47,259	145	0.0%	Shares	Sole	2026-05-08
2025-12-31	$45,257	145	0.0%	Shares	Sole	2026-02-06
2025-09-30	$40,926	145	-32.6%	Shares	Sole	2025-11-07
2025-06-30	$62,289	215	0.0%	Shares	Sole	2025-08-07
2025-03-31	$64,927	215	0.0%	Shares	Sole	2025-05-12
2024-12-31	$59,404	215	0.0%	Shares	Sole	2025-02-04
2024-09-30	$62,003	215	0.0%	Shares	Sole	2024-11-04
2024-06-30	$54,842	215	0.0%	Shares	Sole	2024-08-05
2024-03-31	$55,712	215	0.0%	Shares	Sole	2024-05-06
2023-12-31	$48,590	215	+87.0%	Shares	Sole	2024-02-02
2023-09-30	$23,940	115	0.0%	Shares	Sole	2023-11-07
2023-06-30	$22,144	115	0.0%	Shares	Sole	2023-08-03
2023-03-31	$22,330	115	-3.4%	Shares	Sole	2023-05-09
2022-12-31	$26,251	119	0.0%	Shares	Other	2023-02-07
2022-09-30	$21,643	119	0.0%	Shares	Sole	2022-10-31
2022-06-30	$23,393	119	0.0%	Shares	Sole	2022-08-04
2022-03-31	$25,454	119	0.0%	Shares	Sole	2022-04-29
2021-12-31	$23,003	119	-35.7%	Shares	Sole	2022-01-31
2020-12-31	$28,475	185	—	Shares	Sole	2021-02-02
No filing history on record for this holder in this stock.