FIDELIS CAPITAL PARTNERS, LLC

Position in CB — Chubb Ltd

CIK 1962755 TAMPA, FL

Position in CB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,084,647

+$919,448 QoQ

Shares Held

6,118

+71.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#843

of 2,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $6,149,068 across 8 Insurance - Property & Casualty names. CB ranks #1 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	6,118	$2,084,647
2	TRV	Travelers Companies, Inc.	3,065	$1,011,817
3	PGR	Progressive Corp/Oh/	4,158	$908,315
4	SLDE	Slide Insurance Holdings, Inc.	37,313	$722,752
5	ALL	Allstate Corp	2,101	$499,911
6	MKL	Markel Group Inc.	164	$320,293
7	WRB	Berkley W R Corp	4,486	$316,397
8	DGICA	Donegal Group Inc	15,108	$284,936

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,084,647	6,118	+71.1%	Shares	Sole	2026-08-13
2026-03-31	$1,165,199	3,575	-2.5%	Shares	Sole	2026-05-06
2025-12-31	$1,144,231	3,666	-1.1%	Shares	Sole	2026-02-09
2025-09-30	$1,046,300	3,707	+0.4%	Shares	Sole	2025-11-03
2025-06-30	$1,069,356	3,691	+4.7%	Shares	Sole	2025-08-07
2025-03-31	$1,064,816	3,526	-4.0%	Shares	Sole	2025-05-01
2024-12-31	$1,014,849	3,673	-2.9%	Shares	Sole	2025-02-06
2024-09-30	$1,090,979	3,783	-3.3%	Shares	Sole	2024-10-25
2024-06-30	$997,617	3,911	-7.0%	Shares	Sole	2024-08-13
2024-03-31	$1,089,382	4,204	+36.6%	Shares	Sole	2024-05-06
2023-12-31	$695,628	3,078	+76.7%	Shares	Sole	2024-01-31
2023-09-30	$362,649	1,742	+1.6%	Shares	Sole	2023-11-08
2023-06-30	$330,240	1,715	+10.2%	Shares	Sole	2023-08-10
2023-03-31	$302,144	1,556	—	Shares	Sole	2023-05-09
No filing history on record for this holder in this stock.