Lifeworks Advisors, LLC

Position in CB — Chubb Ltd

CIK 1882132 GRAND RAPIDS, MI

Position in CB

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

Position Value

$382,651

New position

Shares Held

1,123

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,502

of 2,131 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Lifeworks Advisors, LLC holds $8,740,770 across 4 Insurance - Property & Casualty names. CB ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	L	Loews Corp	65,026	$7,361,593
2	TRV	Travelers Companies, Inc.	2,095	$691,601
3	CB	Chubb Ltd This page	1,123	$382,651
4	CINF	Cincinnati Financial Corp	1,647	$304,925

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$382,651	1,123	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.