EARNED WEALTH ADVISORS, LLC

Position in CB — Chubb Ltd

CIK 1905663 WALNUT CREEK, CA

Position in CB

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

Position Value

$471,924

-$426,665 QoQ

Shares Held

1,385

-49.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,394

of 2,131 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EARNED WEALTH ADVISORS, LLC holds $1,665,646 across 5 Insurance - Property & Casualty names. CB ranks #1 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	1,385	$471,924
2	TRV	Travelers Companies, Inc.	991	$327,148
3	ALL	Allstate Corp	1,347	$320,505
4	PGR	Progressive Corp/Oh/	1,270	$277,431
5	CINF	Cincinnati Financial Corp	1,451	$268,638

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$471,924	1,385	-49.8%	Shares	Sole	2026-08-14
2026-03-31	$898,589	2,757	-7.2%	Shares	Sole	2026-05-07
2025-12-31	$927,308	2,971	+48.5%	Shares	Sole	2026-01-27
2025-09-30	$564,500	2,000	+69.1%	Shares	Sole	2025-10-22
2025-06-30	$342,738	1,183	+11.0%	Shares	Sole	2025-08-04
2025-03-31	$321,921	1,066	+274.0%	Shares	Sole	2025-05-09
2024-09-30	$82,191	285	—	Shares	Sole	2024-11-01
No filing history on record for this holder in this stock.