Kestra Investment Management, LLC

Position in CB — Chubb Ltd

CIK 1962449 AUSTIN, TX

Position in CB

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$254,873

+$33,893 QoQ

Shares Held

748

+10.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,707

of 2,131 holders

Holding Since

Dec 2024

3 quarters on record

Financial Services · as of Jun 30, 2026

Kestra Investment Management, LLC holds $3,023,129 across 5 Insurance - Property & Casualty names. CB ranks #5 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KNSL	Kinsale Capital Group, Inc.	5,091	$1,679,062
2	TRV	Travelers Companies, Inc.	1,509	$498,151
3	ALL	Allstate Corp	1,334	$317,411
4	AIZ	Assurant, Inc.	1,019	$273,632
5	CB	Chubb Ltd This page	748	$254,873

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,873	748	+10.3%	Shares	Sole	2026-08-05
2026-03-31	$220,980	678	+112.5%	Shares	Sole	2026-05-11
2024-12-31	$88,139	319	—	Shares	Sole	2025-01-31
No filing history on record for this holder in this stock.