EAGLE ROCK INVESTMENT COMPANY, LLC

Position in CB — Chubb Ltd

CIK 1911407 ATLANTA, GA

Position in CB

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$18,936,966

+$1,375,206 QoQ

Shares Held

55,576

+3.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

2.81%

of 13F equity value

Holder Rank

#326

of 2,131 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $34,508,185 across 4 Insurance - Property & Casualty names. CB ranks #1 (54.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	55,576	$18,936,966
2	WRB	Berkley W R Corp	142,381	$10,042,131
3	TRV	Travelers Companies, Inc.	14,612	$4,823,713
4	PGR	Progressive Corp/Oh/	3,229	$705,375

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,936,966	55,576	+3.1%	Shares	Sole	2026-07-09
2026-03-31	$17,561,760	53,882	+0.2%	Shares	Sole	2026-04-09
2025-12-31	$16,777,074	53,752	-4.9%	Shares	Sole	2026-01-14
2025-09-30	$15,956,157	56,532	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$16,398,731	56,602	-0.2%	Shares	Sole	2025-07-23
2025-03-31	$17,126,456	56,712	-0.4%	Shares	Sole	2025-04-11
2024-12-31	$15,731,416	56,936	-0.0%	Shares	Sole	2025-01-15
2024-09-30	$16,420,638	56,939	-0.5%	Shares	Sole	2024-10-07
2024-06-30	$14,591,086	57,202	+0.1%	Shares	Sole	2024-07-12
2024-03-31	$14,811,352	57,158	-2.2%	Shares	Sole	2024-04-15
2023-12-31	$13,206,310	58,435	-5.9%	Shares	Sole	2024-01-12
2023-09-30	$12,932,349	62,121	-0.3%	Shares	Sole	2023-10-10
2023-06-30	$11,998,606	62,311	+3.3%	Shares	Sole	2023-07-19
2023-03-31	$11,712,937	60,320	-2.6%	Shares	Sole	2023-04-10
2022-12-31	$13,659,110	61,918	-0.2%	Shares	Sole	2023-01-25
2022-09-30	$11,288,018	62,063	-0.7%	Shares	Sole	2022-11-08
2022-06-30	$12,282,514	62,481	-6.4%	Shares	Sole	2022-08-12
2022-03-31	$14,272,691	66,726	-9.7%	Shares	Sole	2022-05-11
2021-12-31	$14,277,683	73,859	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.