AXXCESS WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1911056 CARLSBAD, CA

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,542,870

+$56,555 QoQ

Shares Held

4,528

-4.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#954

of 2,131 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 8% Shared 0% None 92%

Financial Services · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $9,128,020 across 7 Insurance - Property & Casualty names. CB ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	16,822	$4,002,626
2	MKL	Markel Group Inc.	849	$1,658,105
3	CB	Chubb Ltd This page	4,528	$1,542,870
4	CINF	Cincinnati Financial Corp	3,533	$654,099
5	TRV	Travelers Companies, Inc.	1,586	$523,570
6	PGR	Progressive Corp/Oh/	2,300	$502,435
7	WRB	Berkley W R Corp	3,464	$244,315

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,870	4,528	-4.9%	Shares	Sole	2026-07-28
2025-12-31	$1,486,315	4,762	+114.6%	Shares	Sole	2026-02-19
2025-09-30	$626,312	2,219	-5.8%	Shares	Sole	2025-11-07
2025-06-30	$682,580	2,356	+5.1%	Shares	Sole	2025-07-28
2025-03-31	$677,061	2,242	-31.6%	Shares	Sole	2025-04-30
2024-12-31	$905,435	3,277	+3.3%	Shares	Sole	2025-02-10
2024-09-30	$914,773	3,172	+41.7%	Shares	Sole	2024-11-04
2024-06-30	$571,124	2,239	-67.7%	Shares	Sole	2024-08-09
2024-03-31	$1,796,289	6,932	+110.2%	Shares	Sole	2024-05-14
2023-12-31	$745,348	3,298	+66.6%	Shares	Sole	2024-02-06
2023-09-30	$411,988	1,979	-58.3%	Shares	Sole	2023-11-14
2023-03-31	$921,772	4,747	-19.4%	Shares	Sole	2023-05-03
2022-12-31	$1,299,554	5,891	+502.4%	Shares	Sole	2023-02-16
2022-03-31	$209,194	978	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.