Amplius Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1900584 BLUE BELL, PA

Position in CB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$25,014,404

+$463,727 QoQ

Shares Held

73,412

-2.5% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

12.29%

of 13F equity value

Holder Rank

#31

of 660 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Amplius Wealth Advisors, LLC holds $25,446,216 across 2 Insurance - Property & Casualty names. CB ranks #1 (98.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	73,412	$25,014,404
2	HIPO	Hippo Holdings Inc.	15,280	$431,812

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$25,014,404	73,412	-2.5%	Shares	Sole	2026-07-17
2026-03-31	$24,550,677	75,325	+1.4%	Shares	Sole	2026-04-13
2025-12-31	$23,193,949	74,311	-2.3%	Shares	Sole	2026-01-12
2025-09-30	$21,470,757	76,070	-8.6%	Shares	Sole	2025-10-21
2025-06-30	$24,116,292	83,240	+26.0%	Shares	Sole	2025-08-04
2025-03-31	$19,949,459	66,060	+0.6%	Shares	Sole	2025-04-10
2024-12-31	$18,144,344	65,669	+9.4%	Shares	Sole	2025-01-16
2024-09-30	$17,311,763	60,029	+4.4%	Shares	Sole	2024-10-16
2024-06-30	$14,673,477	57,525	+11.3%	Shares	Sole	2024-07-22
2024-03-31	$13,398,834	51,707	-5.9%	Shares	Sole	2024-04-17
2023-12-31	$12,414,406	54,931	-9.0%	Shares	Sole	2024-01-10
2023-09-30	$12,570,324	60,382	-4.5%	Shares	Sole	2023-10-17
2023-06-30	$12,179,997	63,253	-0.2%	Shares	Sole	2023-07-26
2023-03-31	$12,307,516	63,382	+9.5%	Shares	Sole	2023-04-25
2022-12-31	$12,765,019	57,865	-1.6%	Shares	Sole	2023-01-19
2022-09-30	$10,693,452	58,794	+10.3%	Shares	Sole	2022-11-10
2022-06-30	$10,482,235	53,323	+0.7%	Shares	Sole	2022-07-21
2022-03-31	$11,324,293	52,942	-3.6%	Shares	Sole	2022-05-09
2021-12-31	$10,615,618	54,915	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.