CATALYST FINANCIAL PARTNERS LLC

Position in CB — Chubb Ltd

CIK 1927537 BOSTON, MA

Position in CB

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

Position Value

$1,252,560

+$295,304 QoQ

Shares Held

3,676

+25.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,009

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CATALYST FINANCIAL PARTNERS LLC holds $5,736,683 across 8 Insurance - Property & Casualty names. CB ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	5,767	$1,259,801
2	CB	Chubb Ltd This page	3,676	$1,252,560
3	THG	Hanover Insurance Group, Inc.	4,041	$865,258
4	ALL	Allstate Corp	2,840	$675,749
5	CINF	Cincinnati Financial Corp	3,203	$593,003
6	TRV	Travelers Companies, Inc.	1,639	$541,066
7	AIZ	Assurant, Inc.	1,124	$301,827
8	WRB	Berkley W R Corp	3,508	$247,419

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,252,560	3,676	+25.2%	Shares	Sole	2026-07-30
2026-03-31	$957,256	2,937	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$916,072	2,935	+16.1%	Shares	Sole	2026-02-04
2025-09-30	$713,245	2,527	+3.9%	Shares	Sole	2025-11-12
2025-06-30	$704,309	2,431	+25.1%	Shares	Sole	2025-08-14
2025-03-31	$586,766	1,943	+3.5%	Shares	Sole	2025-05-02
2024-12-31	$518,891	1,878	+3.2%	Shares	Sole	2025-01-30
2024-09-30	$524,869	1,820	+4.7%	Shares	Sole	2024-10-28
2024-06-30	$443,329	1,738	+6.6%	Shares	Sole	2024-07-25
2024-03-31	$422,381	1,630	+0.5%	Shares	Sole	2024-04-23
2023-12-31	$366,572	1,622	+2.1%	Shares	Sole	2024-02-07
2023-09-30	$330,798	1,589	+18.0%	Shares	Sole	2023-10-26
2023-06-30	$259,378	1,347	+9.3%	Shares	Sole	2023-08-02
2023-03-31	$239,229	1,232	-9.0%	Shares	Sole	2023-04-11
2022-12-31	$298,692	1,354	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.