Bleakley Financial Group, LLC

Position in CB — Chubb Ltd

CIK 1936953 PARSIPPANY, NJ

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,485,842

+$669,528 QoQ

Shares Held

13,165

+12.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#619

of 2,143 holders

Holding Since

Dec 2022

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bleakley Financial Group, LLC holds $21,980,083 across 9 Insurance - Property & Casualty names. CB ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	22,433	$4,900,488
2	CB	Chubb Ltd This page	13,165	$4,485,842
3	TRV	Travelers Companies, Inc.	12,256	$4,045,950
4	RLI	Rli Corp	53,993	$3,189,366
5	KINS	Kingstone Companies, Inc.	103,194	$1,963,781
6	WRB	Berkley W R Corp	26,608	$1,876,662
7	BOW	Bowhead Specialty Holdings Inc.	34,282	$1,026,060
8	KMPR	KEMPER Corp	10,302	$277,741

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,485,842	13,165	+12.4%	Shares	Sole	2026-08-05
2026-03-31	$3,816,314	11,709	+5.3%	Shares	Sole	2026-05-04
2025-12-31	$3,470,774	11,120	+7.2%	Shares	Sole	2026-02-09
2025-06-30	$3,005,845	10,375	+14.4%	Shares	Sole	2025-07-30
2024-12-31	$2,505,764	9,069	+2.8%	Shares	Sole	2025-01-27
2024-09-30	$2,543,311	8,819	+4.7%	Shares	Sole	2024-10-16
2024-06-30	$2,148,283	8,422	-0.8%	Shares	Sole	2024-08-12
2024-03-31	$2,199,754	8,489	+3.5%	Shares	Sole	2024-05-08
2023-12-31	$1,853,200	8,200	+6.7%	Shares	Sole	2024-01-25
2023-09-30	$1,600,071	7,686	-5.5%	Shares	Sole	2023-11-14
2023-06-30	$1,566,090	8,133	+14.7%	Shares	Sole	2023-08-14
2023-03-31	$1,376,347	7,088	+8.2%	Shares	Sole	2023-05-12
2022-12-31	$1,444,930	6,550	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.