CSM Advisors, LLC

Position in CB — Chubb Ltd

CIK 1863523 WARRENDALE, PA

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,768,099

-$86,442 QoQ

Shares Held

5,189

-8.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#892

of 2,106 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 62% Shared 0% None 38%

Financial Services · as of Jun 30, 2026

CSM Advisors, LLC holds $16,715,446 across 4 Insurance - Property & Casualty names. CB ranks #4 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UFCS	United Fire Group Inc	115,190	$6,040,563
2	DGICA	Donegal Group Inc	289,040	$5,451,294
3	KMPR	KEMPER Corp	128,171	$3,455,490
4	CB	Chubb Ltd This page	5,189	$1,768,099

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,768,099	5,189	-8.8%	Shares	Sole	2026-08-14
2026-03-31	$1,854,541	5,690	-3.3%	Shares	Sole	2026-05-15
2025-12-31	$1,837,450	5,887	-55.0%	Shares	Sole	2026-02-11
2025-09-30	$3,689,572	13,072	-66.7%	Shares	Sole	2025-11-14
2025-06-30	$11,380,781	39,282	-0.7%	Shares	Sole	2025-08-07
2025-03-31	$11,951,254	39,575	-1.7%	Shares	Sole	2025-05-14
2024-12-31	$11,123,009	40,257	-3.8%	Shares	Sole	2025-02-14
2024-09-30	$12,064,507	41,834	-3.8%	Shares	Sole	2024-11-14
2024-06-30	$11,092,408	43,486	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$11,524,547	44,474	+2.3%	Shares	Sole	2024-05-15
2023-12-31	$9,822,864	43,464	+2.6%	Shares	Sole	2024-02-14
2023-09-30	$8,821,419	42,374	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.