Abound Wealth Management

Position in CB — Chubb Ltd

CIK 1950323 FRANKLIN, TN

Position in CB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$932,946

-$9,643 QoQ

Shares Held

2,738

-5.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.04%

of 13F equity value

Holder Rank

#1,114

of 2,130 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Abound Wealth Management holds $1,066,567 across 10 Insurance - Property & Casualty names. CB ranks #1 (87.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	2,738	$932,946
2	TRV	Travelers Companies, Inc.	213	$70,315
3	KNSL	Kinsale Capital Group, Inc.	146	$48,152
4	PGR	Progressive Corp/Oh/	38	$8,301
5	TRUP	Trupanion, Inc.	176	$4,359
6	ALL	Allstate Corp	5	$1,189
7	CINF	Cincinnati Financial Corp	4	$740
8	L	Loews Corp	2	$226

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$932,946	2,738	-5.3%	Shares	Sole	2026-07-10
2026-03-31	$942,589	2,892	+2350.8%	Shares	Sole	2026-04-10
2025-12-31	$36,830	118	-23.9%	Shares	Sole	2026-01-12
2025-09-30	$43,748	155	+80.2%	Shares	Sole	2025-10-10
2025-06-30	$24,915	86	0.0%	Shares	Sole	2025-07-14
2025-03-31	$25,971	86	-16.5%	Shares	Sole	2025-04-17
2024-12-31	$28,458	103	+6.2%	Shares	Sole	2025-01-13
2024-09-30	$27,973	97	+47.0%	Shares	Sole	2024-11-04
2024-06-30	$16,835	66	+10.0%	Shares	Sole	2024-08-09
2024-03-31	$15,547	60	0.0%	Shares	Sole	2024-08-08
2023-12-31	$13,560	60	+13.2%	Shares	Sole	2024-08-08
2023-09-30	$11,033	53	-1.9%	Shares	Sole	2024-08-08
2023-06-30	$10,398	54	+20.0%	Shares	Sole	2024-08-08
2023-03-31	$8,738	45	0.0%	Shares	Sole	2024-08-07
2022-12-31	$9,927	45	-55.0%	Shares	Sole	2024-08-07
2022-09-30	$18,188	100	—	Shares	Sole	2024-08-07
No filing history on record for this holder in this stock.