Herold Advisors, Inc.

Position in CB — Chubb Ltd

CIK 1891713 New York, NY

Position in CB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$3,073,474

+$133,912 QoQ

Shares Held

9,020

+0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

#720

of 2,131 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Herold Advisors, Inc. holds $3,304,558 across 2 Insurance - Property & Casualty names. CB ranks #1 (93.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	9,020	$3,073,474
2	TRV	Travelers Companies, Inc.	700	$231,084

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,073,474	9,020	+0.0%	Shares	Sole	2026-07-22
2026-03-31	$2,939,562	9,019	+18.2%	Shares	Sole	2026-05-15
2025-12-31	$2,381,475	7,630	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$2,153,285	7,629	+12.4%	Shares	Sole	2025-11-13
2025-06-30	$1,966,619	6,788	-16.1%	Shares	Sole	2025-08-14
2025-03-31	$2,442,193	8,087	+9.5%	Shares	Sole	2025-05-13
2024-12-31	$2,040,751	7,386	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$2,124,569	7,367	0.0%	Shares	Sole	2024-11-14
2024-06-30	$1,879,174	7,367	0.0%	Shares	Sole	2024-07-24
2024-03-31	$1,909,010	7,367	-34.0%	Shares	Sole	2024-05-10
2023-12-31	$2,521,934	11,159	0.0%	Shares	Sole	2024-02-02
2023-09-30	$2,323,080	11,159	+7.6%	Shares	Sole	2023-11-08
2023-06-30	$1,996,462	10,368	+5.5%	Shares	Sole	2023-07-17
2023-03-31	$1,908,012	9,826	-0.7%	Shares	Sole	2023-04-19
2022-12-31	$2,182,175	9,892	+0.0%	Shares	Sole	2023-02-14
2022-09-30	$1,798,975	9,891	-0.5%	Shares	Sole	2022-11-08
2022-06-30	$1,953,218	9,936	+3.2%	Shares	Sole	2022-07-15
2022-03-31	$2,058,787	9,625	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.