FourThought Financial Partners, LLC

Position in CB — Chubb Ltd

CIK 1956790 VENICE, FL

Position in CB

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$17,150,807

+$1,090,933 QoQ

Shares Held

50,334

+2.2% QoQ

Ownership

0.013%

of shares outstanding

% of Portfolio

1.58%

of 13F equity value

Holder Rank

#344

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

FourThought Financial Partners, LLC holds $22,879,428 across 4 Insurance - Property & Casualty names. CB ranks #1 (75.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	50,334	$17,150,807
2	SLDE	Slide Insurance Holdings, Inc.	265,506	$5,142,851
3	PGR	Progressive Corp/Oh/	1,468	$320,684
4	TRV	Travelers Companies, Inc.	803	$265,086

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,150,807	50,334	+2.2%	Shares	Sole	2026-08-12
2026-03-31	$16,059,874	49,274	+8.1%	Shares	Sole	2026-05-07
2025-12-31	$14,220,499	45,561	+8.9%	Shares	Sole	2026-02-06
2025-09-30	$11,805,953	41,828	+1.5%	Shares	Sole	2025-11-13
2025-06-30	$11,938,492	41,207	-1.3%	Shares	Sole	2025-08-12
2025-03-31	$12,602,646	41,732	+0.6%	Shares	Sole	2025-05-07
2024-12-31	$11,466,173	41,499	+0.8%	Shares	Sole	2025-02-04
2024-09-30	$11,867,825	41,152	+0.6%	Shares	Sole	2024-11-13
2024-06-30	$10,436,598	40,915	+1.6%	Shares	Sole	2024-08-13
2024-03-31	$10,433,869	40,265	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$9,125,654	40,379	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$8,487,290	40,769	+4.5%	Shares	Sole	2023-11-13
2023-06-30	$7,514,846	39,026	+5.5%	Shares	Sole	2023-08-11
2023-03-31	$7,179,611	36,974	-0.4%	Shares	Sole	2023-05-04
2022-12-31	$8,189,333	37,123	—	Shares	Sole	2023-02-07
No filing history on record for this holder in this stock.