Cyndeo Wealth Partners, LLC

Position in CB — Chubb Ltd

CIK 1950947 ST. PETERSBURG, FL

Position in CB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$12,580,802

+$3,142,522 QoQ

Shares Held

36,922

+27.5% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#388

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Cyndeo Wealth Partners, LLC holds $21,388,311 across 7 Insurance - Property & Casualty names. CB ranks #1 (58.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	36,922	$12,580,802
2	TRV	Travelers Companies, Inc.	12,423	$4,101,080
3	PGR	Progressive Corp/Oh/	13,202	$2,883,976
4	SLDE	Slide Insurance Holdings, Inc.	39,677	$768,543
5	ALL	Allstate Corp	2,084	$495,866
6	CINF	Cincinnati Financial Corp	1,896	$351,025
7	MKL	Markel Group Inc.	106	$207,019

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,580,802	36,922	+27.5%	Shares	Sole	2026-07-21
2026-03-31	$9,438,280	28,958	+15.7%	Shares	Sole	2026-04-13
2025-12-31	$7,810,178	25,023	+2.7%	Shares	Sole	2026-01-07
2025-09-30	$6,877,868	24,368	-8.9%	Shares	Sole	2025-10-10
2025-06-30	$7,747,981	26,743	+1.5%	Shares	Sole	2025-07-24
2025-03-31	$7,954,416	26,340	+37.7%	Shares	Sole	2025-04-17
2024-12-31	$5,287,000	19,135	+1.3%	Shares	Sole	2025-01-21
2024-09-30	$5,449,994	18,898	-39.9%	Shares	Sole	2024-10-18
2024-06-30	$8,020,735	31,444	+1.3%	Shares	Sole	2024-07-30
2024-03-31	$8,043,136	31,039	+2.7%	Shares	Sole	2024-04-17
2023-12-31	$6,833,336	30,236	-6.8%	Shares	Sole	2024-01-12
2023-09-30	$6,755,857	32,452	+77.2%	Shares	Sole	2023-10-10
2023-06-30	$3,526,543	18,314	+553.6%	Shares	Sole	2023-07-27
2023-03-31	$544,092	2,802	+1.0%	Shares	Sole	2023-04-25
2022-12-31	$612,165	2,775	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.