SOA Wealth Advisors, LLC.

Position in CB — Chubb Ltd

CIK 1849444 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$38,162

+$1,658 QoQ

Shares Held

112

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,972

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

SOA Wealth Advisors, LLC. holds $766,376 across 5 Insurance - Property & Casualty names. CB ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	2,802	$612,096
2	ALL	Allstate Corp	383	$91,131
3	CB	Chubb Ltd This page	112	$38,162
4	TRV	Travelers Companies, Inc.	70	$23,108
5	AIZ	Assurant, Inc.	7	$1,879

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$38,162	112	0.0%	Shares	Sole	2026-07-21
2026-03-31	$36,504	112	0.0%	Shares	Sole	2026-05-20
2025-12-31	$34,957	112	0.0%	Shares	Sole	2026-01-20
2025-09-30	$31,612	112	0.0%	Shares	Sole	2025-10-21
2025-06-30	$32,448	112	-15.8%	Shares	Sole	2025-07-18
2025-03-31	$40,164	133	0.0%	Shares	Sole	2025-04-14
2024-12-31	$36,747	133	0.0%	Shares	Sole	2025-02-06
2024-09-30	$38,355	133	0.0%	Shares	Sole	2024-11-20
2024-06-30	$33,925	133	-0.7%	Shares	Sole	2024-07-17
2024-03-31	$34,723	134	0.0%	Shares	Sole	2024-04-10
2023-12-31	$30,284	134	-30.9%	Shares	Sole	2024-02-13
2023-09-30	$40,386	194	-23.6%	Shares	Sole	2023-10-10
2023-06-30	$48,910	254	0.0%	Shares	Sole	2023-07-07
2023-03-31	$49,321	254	0.0%	Shares	Sole	2023-04-28
2022-12-31	$56,032	254	0.0%	Shares	Sole	2023-01-10
2022-09-30	$46,197	254	0.0%	Shares	Sole	2022-10-07
2022-06-30	$49,931	254	-4.9%	Shares	Sole	2022-07-13
2022-03-31	$57,111	267	0.0%	Shares	Sole	2022-04-07
2021-12-31	$51,613	267	0.0%	Shares	Sole	2022-01-13
2021-09-30	$46,319	267	-27.2%	Shares	Sole	2021-10-12
2021-06-30	$58,330	367	+23.6%	Shares	Sole	2021-07-14
2021-03-31	$46,917	297	-50.3%	Shares	Sole	2021-04-26
2020-12-31	$92,044	598	—	Shares	Sole	2021-03-10
No filing history on record for this holder in this stock.