NORTHCAPE WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1902806 WILLIAMSVILLE, NY

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,279,012

+$201,954 QoQ

Shares Held

12,558

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.49%

of 13F equity value

Holder Rank

#634

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

NORTHCAPE WEALTH MANAGEMENT, LLC holds $5,071,300 across 2 Insurance - Property & Casualty names. CB ranks #1 (84.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CB	Chubb Ltd This page	12,558	$4,279,012
2	TRV	Travelers Companies, Inc.	2,400	$792,288

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,279,012	12,558	+0.4%	Shares	Sole	2026-08-10
2026-03-31	$4,077,058	12,509	+0.1%	Shares	Sole	2026-05-01
2025-12-31	$3,899,003	12,492	-0.3%	Shares	Sole	2026-01-22
2025-09-30	$3,537,157	12,532	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$3,606,434	12,448	-0.7%	Shares	Sole	2025-08-05
2025-03-31	$3,783,934	12,530	-0.9%	Shares	Sole	2025-04-25
2024-12-31	$3,494,642	12,648	+7.8%	Shares	Sole	2025-01-31
2024-09-30	$3,383,103	11,731	-7.7%	Shares	Sole	2024-11-06
2024-06-30	$3,242,832	12,713	+0.2%	Shares	Sole	2024-07-25
2024-03-31	$3,289,137	12,693	-2.6%	Shares	Sole	2024-04-30
2023-12-31	$2,945,006	13,031	-0.7%	Shares	Sole	2024-02-05
2023-09-30	$2,732,570	13,126	-5.7%	Shares	Sole	2023-11-06
2023-06-30	$2,680,435	13,920	+24.2%	Shares	Sole	2023-08-07
2023-03-31	$2,176,175	11,207	+2.4%	Shares	Sole	2023-05-15
2022-12-31	$2,414,467	10,945	-50.4%	Shares	Sole	2023-02-07
2022-09-30	$4,010,635	22,051	+59.0%	Shares	Sole	2022-11-08
2022-06-30	$2,726,957	13,872	-37.0%	Shares	Sole	2022-08-09
2022-03-31	$4,711,147	22,025	+57.5%	Shares	Sole	2022-04-18
2021-12-31	$2,702,667	13,981	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.