Accurate Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1877728 WESLEY CHAPEL, FL

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$240,903

+$13,404 QoQ

Shares Held

707

+1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,741

of 2,131 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Accurate Wealth Management, LLC holds $5,288,078 across 7 Insurance - Property & Casualty names. CB ranks #7 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AIZ	Assurant, Inc.	5,487	$1,473,424
2	PGR	Progressive Corp/Oh/	6,491	$1,417,958
3	L	Loews Corp	10,841	$1,227,309
4	TRV	Travelers Companies, Inc.	1,136	$375,016
5	SLDE	Slide Insurance Holdings, Inc.	15,305	$296,457
6	WRB	Berkley W R Corp	3,644	$257,011
7	CB	Chubb Ltd This page	707	$240,903

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$240,903	707	+1.3%	Shares	Sole	2026-07-15
2026-03-31	$227,499	698	+4.8%	Shares	Sole	2026-04-23
2025-12-31	$207,871	666	-92.4%	Shares	Sole	2026-01-14
2025-06-30	$2,550,405	8,803	-1.3%	Shares	Sole	2025-07-15
2025-03-31	$2,692,542	8,916	-2.5%	Shares	Sole	2025-04-15
2024-12-31	$2,525,934	9,142	-15.4%	Shares	Sole	2025-01-14
2024-09-30	$3,116,919	10,808	-0.2%	Shares	Sole	2024-10-17
2024-06-30	$2,763,536	10,834	+1.6%	Shares	Sole	2024-07-17
2024-03-31	$2,762,325	10,660	-1.1%	Shares	Sole	2024-04-23
2023-12-31	$2,435,150	10,775	-3.8%	Shares	Sole	2024-01-12
2023-09-30	$2,332,865	11,206	+0.7%	Shares	Sole	2023-10-23
2023-06-30	$2,142,230	11,125	+25.7%	Shares	Sole	2023-07-24
2023-03-31	$1,718,104	8,848	+8.2%	Shares	Sole	2023-04-13
2022-12-31	$1,803,846	8,177	—	Shares	Sole	2023-01-11
No filing history on record for this holder in this stock.