ANGELES WEALTH MANAGEMENT, LLC

Position in CB — Chubb Ltd

CIK 1929170 SANTA MONICA, CA

Position in CB

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

Position Value

$971,109

+$341,739 QoQ

Shares Held

2,850

+47.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,102

of 2,131 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ANGELES WEALTH MANAGEMENT, LLC holds $3,533,318 across 6 Insurance - Property & Casualty names. CB ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	4,776	$1,043,317
2	CB	Chubb Ltd This page	2,850	$971,109
3	ALL	Allstate Corp	1,972	$469,217
4	THG	Hanover Insurance Group, Inc.	1,864	$399,119
5	TRV	Travelers Companies, Inc.	996	$328,799
6	WRB	Berkley W R Corp	4,562	$321,757

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$971,109	2,850	+47.6%	Shares	Sole	2026-07-28
2026-03-31	$629,370	1,931	+14.1%	Shares	Sole	2026-05-06
2025-12-31	$528,419	1,693	+12.3%	Shares	Sole	2026-02-17
2025-09-30	$425,633	1,508	-5.3%	Shares	Sole	2025-11-12
2025-06-30	$461,523	1,593	+17.4%	Shares	Sole	2025-07-29
2025-03-31	$409,800	1,357	-17.7%	Shares	Sole	2025-05-07
2024-12-31	$455,618	1,649	+33.6%	Shares	Sole	2025-01-28
2024-09-30	$355,873	1,234	+19.5%	Shares	Sole	2024-10-29
2024-06-30	$263,497	1,033	+3.4%	Shares	Sole	2024-08-07
2024-03-31	$258,870	999	—	Shares	Sole	2024-05-08
No filing history on record for this holder in this stock.