GUARDIAN WEALTH ADVISORS, LLC / NC

Position in CB — Chubb Ltd

CIK 1901403 RALEIGH, NC

Position in CB

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

Position Value

$383,332

+$19,595 QoQ

Shares Held

1,125

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,501

of 2,131 holders

Holding Since

Dec 2021

12 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $5,250,709 across 5 Insurance - Property & Casualty names. CB ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	14,148	$3,090,630
2	TRV	Travelers Companies, Inc.	2,621	$865,244
3	MKL	Markel Group Inc.	302	$589,809
4	CB	Chubb Ltd This page	1,125	$383,332
5	ALL	Allstate Corp	1,352	$321,694

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$383,332	1,125	+0.8%	Shares	Sole	2026-08-14
2026-03-31	$363,737	1,116	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$348,950	1,118	+9.6%	Shares	Sole	2026-02-17
2025-09-30	$287,895	1,020	-3.4%	Shares	Sole	2025-11-14
2025-06-30	$305,944	1,056	+2.6%	Shares	Sole	2025-08-14
2025-03-31	$310,747	1,029	-2.1%	Shares	Sole	2025-05-15
2024-12-31	$290,391	1,051	+12.0%	Shares	Sole	2025-02-14
2024-09-30	$270,509	938	-4.6%	Shares	Sole	2024-11-14
2024-06-30	$250,743	983	-0.7%	Shares	Sole	2024-08-14
2024-03-31	$256,538	990	+7.5%	Shares	Sole	2024-05-15
2023-12-31	$208,146	921	-15.1%	Shares	Sole	2024-02-14
2021-12-31	$209,741	1,085	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.