American Trust

Position in CB — Chubb Ltd

CIK 1905128 LEXINGTON, KY

Position in CB

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

Position Value

$703,968

-$42,085 QoQ

Shares Held

2,066

-9.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,228

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 78% Shared 0% None 22%

Financial Services · as of Jun 30, 2026

American Trust holds $3,186,834 across 4 Insurance - Property & Casualty names. CB ranks #2 (22.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	25,709	$1,813,255
2	CB	Chubb Ltd This page	2,066	$703,968
3	PGR	Progressive Corp/Oh/	1,811	$395,612
4	TRV	Travelers Companies, Inc.	830	$273,999

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$703,968	2,066	-9.7%	Shares	Sole	2026-08-14
2026-03-31	$746,053	2,289	-3.5%	Shares	Sole	2026-05-01
2025-12-31	$740,036	2,371	0.0%	Shares	Sole	2026-02-17
2025-09-30	$669,214	2,371	+9.0%	Shares	Sole	2025-11-17
2025-06-30	$630,430	2,176	-9.1%	Shares	Sole	2025-09-03
2025-03-31	$722,964	2,394	-64.7%	Shares	Sole	2025-05-16
2024-12-31	$1,872,208	6,776	-11.6%	Shares	Sole	2025-02-18
2024-09-30	$2,211,662	7,669	-12.4%	Shares	Sole	2024-11-29
2024-06-30	$2,233,480	8,756	-6.0%	Shares	Sole	2024-09-12
2024-03-31	$2,412,759	9,311	-72.4%	Shares	Sole	2024-06-11
2023-12-31	$7,623,884	33,734	-3.0%	Shares	Sole	2024-02-21
2023-09-30	$7,236,960	34,763	-7.0%	Shares	Defined	2023-11-15
2023-06-30	$7,195,967	37,370	-0.8%	Shares	Defined	2023-08-14
2023-03-31	$7,318,449	37,689	-2.4%	Shares	Defined	2023-05-22
2022-12-31	$8,519,572	38,620	-1.6%	Shares	Sole	2023-02-16
2022-09-30	$7,139,517	39,254	+8.9%	Shares	Sole	2022-12-02
2022-06-30	$7,084,546	36,039	-10.2%	Shares	Sole	2022-10-03
2022-03-31	$8,582,523	40,124	+30.4%	Shares	Defined	2022-06-08
2021-12-31	$5,950,080	30,780	—	Shares	Sole	2022-03-17
No filing history on record for this holder in this stock.