Fiduciary Alliance LLC

Position in CB — Chubb Ltd

CIK 1954805 GREENVILLE, SC

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$279,066

+$9,196 QoQ

Shares Held

819

-1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,660

of 2,130 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fiduciary Alliance LLC holds $1,415,503 across 4 Insurance - Property & Casualty names. CB ranks #4 (19.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WRB	Berkley W R Corp	7,815	$551,191
2	TRV	Travelers Companies, Inc.	918	$303,050
3	ALL	Allstate Corp	1,186	$282,196
4	CB	Chubb Ltd This page	819	$279,066

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,066	819	-1.1%	Shares	Sole	2026-07-20
2026-03-31	$269,870	828	+0.7%	Shares	Sole	2026-04-20
2025-12-31	$256,562	822	-0.5%	Shares	Sole	2026-01-22
2025-09-30	$233,138	826	-8.7%	Shares	Sole	2025-10-08
2025-06-30	$262,196	905	+7.2%	Shares	Sole	2025-07-09
2025-03-31	$254,879	844	+76.6%	Shares	Sole	2025-04-09
2023-06-30	$92,043	478	+142.6%	Shares	Sole	2023-07-18
2022-12-31	$43,458	197	—	Shares	Sole	2023-01-19
No filing history on record for this holder in this stock.