Icon Wealth Advisors, LLC

Position in CB — Chubb Ltd

CIK 1963212 HOUSTON, TX

Position in CB

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

Position Value

$883,198

+$348,999 QoQ

Shares Held

2,592

+58.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,134

of 2,138 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $5,971,361 across 4 Insurance - Property & Casualty names. CB ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	9,769	$3,224,942
2	PGR	Progressive Corp/Oh/	6,719	$1,467,765
3	CB	Chubb Ltd This page	2,592	$883,198
4	ALL	Allstate Corp	1,662	$395,456

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$883,198	2,592	+58.1%	Shares	Sole	2026-08-05
2026-03-31	$534,199	1,639	-36.8%	Shares	Sole	2026-05-12
2025-12-31	$809,951	2,595	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$716,350	2,538	-26.2%	Shares	Sole	2025-11-14
2025-06-30	$996,926	3,441	+1.2%	Shares	Sole	2025-08-14
2025-03-31	$1,026,766	3,400	+41.7%	Shares	Sole	2025-05-15
2024-12-31	$662,843	2,399	0.0%	Shares	Sole	2025-02-14
2024-09-30	$691,847	2,399	+0.9%	Shares	Sole	2024-11-14
2024-06-30	$606,325	2,377	+159.5%	Shares	Sole	2024-08-14
2024-03-31	$237,363	916	+56.0%	Shares	Sole	2024-05-15
2023-12-31	$132,662	587	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.