Heritage Wealth Management, Inc.

Position in CB — Chubb Ltd

CIK 1944755 CINCINNATI, OH

Position in CB

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

Position Value

$4,322,968

+$139,005 QoQ

Shares Held

12,687

-1.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#627

of 2,131 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Heritage Wealth Management, Inc. holds $15,757,789 across 5 Insurance - Property & Casualty names. CB ranks #3 (27.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CINF	Cincinnati Financial Corp	32,430	$6,004,090
2	ALL	Allstate Corp	18,268	$4,346,687
3	CB	Chubb Ltd This page	12,687	$4,322,968
4	TRV	Travelers Companies, Inc.	2,330	$769,179
5	AFG	American Financial Group Inc	2,250	$314,865

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,322,968	12,687	-1.2%	Shares	Sole	2026-07-28
2026-03-31	$4,183,963	12,837	-0.5%	Shares	Sole	2026-04-20
2025-12-31	$4,026,972	12,902	-0.0%	Shares	Sole	2026-01-26
2025-09-30	$3,643,000	12,907	-0.3%	Shares	Sole	2025-11-04
2025-06-30	$3,749,556	12,942	-3.9%	Shares	Sole	2025-08-14
2025-03-31	$4,066,597	13,466	-0.7%	Shares	Sole	2025-04-29
2024-12-31	$3,748,285	13,566	-1.0%	Shares	Sole	2025-02-05
2024-09-30	$3,951,231	13,701	-1.8%	Shares	Sole	2024-10-31
2024-06-30	$3,560,151	13,957	—	Shares	Sole	2024-09-09
No filing history on record for this holder in this stock.