Elevate Capital Advisors, LLC

Position in CB — Chubb Ltd

CIK 1909571 EAGLE, CO

Position in CB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$4,945,500

+$3,429,274 QoQ

Shares Held

14,514

+212.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.25%

of 13F equity value

Holder Rank

#590

of 2,131 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Elevate Capital Advisors, LLC holds $15,333,249 across 3 Insurance - Property & Casualty names. CB ranks #3 (32.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	75,430	$5,320,077
2	TRV	Travelers Companies, Inc.	15,351	$5,067,672
3	CB	Chubb Ltd This page	14,514	$4,945,500

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,945,500	14,514	+212.0%	Shares	Sole	2026-07-31
2026-03-31	$1,516,226	4,652	-10.1%	Shares	Sole	2026-04-24
2025-12-31	$1,615,845	5,177	+77.7%	Shares	Sole	2026-01-23
2025-09-30	$822,194	2,913	—	Shares	Sole	2025-10-28
No filing history on record for this holder in this stock.