FSM Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1942548 CLEVELAND, OH

Position in CB

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$623,894

+$35,265 QoQ

Shares Held

1,831

+1.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,280

of 2,131 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $7,669,604 across 3 Insurance - Property & Casualty names. CB ranks #2 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	31,079	$6,789,207
2	CB	Chubb Ltd This page	1,831	$623,894
3	TRV	Travelers Companies, Inc.	777	$256,503

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$623,894	1,831	+1.4%	Shares	Sole	2026-07-15
2026-03-31	$588,629	1,806	-15.2%	Shares	Sole	2026-04-27
2025-12-31	$664,815	2,130	-27.2%	Shares	Sole	2026-01-23
2025-09-30	$825,863	2,926	+7.3%	Shares	Sole	2025-10-17
2025-06-30	$789,776	2,726	+4.0%	Shares	Sole	2025-07-31
2025-03-31	$791,817	2,622	+2.1%	Shares	Sole	2025-04-28
2024-12-31	$709,262	2,567	-2.3%	Shares	Sole	2025-01-24
2024-09-30	$757,888	2,628	+2.6%	Shares	Sole	2024-10-30
2024-06-30	$653,514	2,562	+9.3%	Shares	Sole	2024-07-12
2024-03-31	$607,659	2,345	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$532,230	2,355	+0.6%	Shares	Sole	2024-05-14
2023-09-30	$487,349	2,341	-5.5%	Shares	Sole	2023-11-14
2023-06-30	$476,778	2,476	-7.3%	Shares	Sole	2023-07-12
2023-03-31	$518,654	2,671	+16.0%	Shares	Sole	2023-04-24
2022-12-31	$507,821	2,302	-4.8%	Shares	Sole	2023-01-19
2022-09-30	$439,967	2,419	+0.9%	Shares	Sole	2022-10-24
2022-06-30	$471,202	2,397	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.