Simplicity Wealth,LLC

Position in CB — Chubb Ltd

CIK 1913243 SUMMIT, NJ

Position in CB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$496,117

+$148,024 QoQ

Shares Held

1,456

+36.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,378

of 2,131 holders

Holding Since

Mar 2024

7 quarters on record

Financial Services · as of Jun 30, 2026

Simplicity Wealth,LLC holds $4,610,405 across 6 Insurance - Property & Casualty names. CB ranks #5 (10.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	7,018	$1,533,082
2	RLI	Rli Corp	13,447	$794,314
3	ALL	Allstate Corp	3,321	$790,198
4	WRB	Berkley W R Corp	8,351	$588,996
5	CB	Chubb Ltd This page	1,456	$496,117
6	TRV	Travelers Companies, Inc.	1,235	$407,698

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$496,117	1,456	+36.3%	Shares	Sole	2026-08-06
2026-03-31	$348,093	1,068	+17.8%	Shares	Sole	2026-04-30
2025-12-31	$283,092	907	-54.5%	Shares	Sole	2026-01-30
2025-06-30	$577,122	1,992	+194.7%	Shares	Sole	2025-07-22
2025-03-31	$204,145	676	-91.9%	Shares	Sole	2025-04-15
2024-06-30	$2,140,121	8,390	-0.8%	Shares	Sole	2024-07-10
2024-03-31	$2,192,498	8,461	—	Shares	Sole	2024-04-24
No filing history on record for this holder in this stock.