Moran Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 1965334 Naples, FL

Position in CB

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

Position Value

$255,895

-$198,863 QoQ

Shares Held

751

-48.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,714

of 2,141 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Moran Wealth Management, LLC holds $21,082,567 across 6 Insurance - Property & Casualty names. CB ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	43,178	$9,432,234
2	HCI	HCI Group, Inc.	30,075	$5,270,643
3	L	Loews Corp	33,313	$3,771,364
4	PLMR	Palomar Holdings, Inc.	16,473	$2,082,022
5	AIZ	Assurant, Inc.	1,007	$270,409
6	CB	Chubb Ltd This page	751	$255,895

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$255,895	751	-48.5%	Shares	Defined	2026-08-05
2025-12-31	$454,758	1,457	-18.5%	Shares	Sole	2026-01-26
2025-09-30	$504,663	1,788	-97.8%	Shares	Sole	2025-10-23
2024-12-31	$22,336,920	80,843	+0.1%	Shares	Sole	2025-02-07
2024-09-30	$23,287,492	80,750	-0.7%	Shares	Sole	2024-11-08
2024-06-30	$20,740,554	81,310	-10.1%	Shares	Sole	2024-08-13
2024-03-31	$23,431,830	90,425	+10.6%	Shares	Sole	2024-05-15
2023-12-31	$18,485,218	81,793	-3.4%	Shares	Sole	2024-02-08
2023-09-30	$17,632,429	84,698	-0.3%	Shares	Sole	2023-11-13
2023-06-30	$16,364,904	84,986	-0.8%	Shares	Sole	2023-08-10
2023-03-31	$16,641,420	85,701	+10.5%	Shares	Sole	2023-05-10
2022-12-31	$17,116,133	77,589	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.