Baron Wealth Management LLC

Position in CB — Chubb Ltd

CIK 1968507 TROY, MI

Position in CB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$696,472

+$30,923 QoQ

Shares Held

2,044

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1,234

of 2,131 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Baron Wealth Management LLC holds $3,448,707 across 8 Insurance - Property & Casualty names. CB ranks #1 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	2,044	$696,472
2	TRV	Travelers Companies, Inc.	1,918	$633,170
3	ALL	Allstate Corp	2,141	$509,429
4	WRB	Berkley W R Corp	6,221	$438,767
5	PGR	Progressive Corp/Oh/	1,716	$374,860
6	SIGI	Selective Insurance Group Inc	3,722	$361,071
7	MCY	Mercury General Corp	2,156	$229,872
8	MKL	Markel Group Inc.	105	$205,066

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$696,472	2,044	+0.1%	Shares	Sole	2026-07-07
2026-03-31	$665,549	2,042	+0.2%	Shares	Sole	2026-04-16
2025-12-31	$635,788	2,037	+4.9%	Shares	Sole	2026-01-14
2025-09-30	$547,847	1,941	-8.4%	Shares	Sole	2025-10-20
2025-06-30	$613,916	2,119	+2.5%	Shares	Sole	2025-07-09
2025-03-31	$624,213	2,067	+9.8%	Shares	Sole	2025-05-14
2024-12-31	$520,272	1,883	-3.0%	Shares	Sole	2025-01-23
2024-09-30	$559,764	1,941	+13.8%	Shares	Sole	2024-11-07
2024-06-30	$435,166	1,706	-0.9%	Shares	Sole	2024-08-13
2024-03-31	$446,221	1,722	+8.0%	Shares	Sole	2024-05-08
2023-12-31	$360,470	1,595	+1.4%	Shares	Sole	2024-01-04
2023-09-30	$327,467	1,573	+1.8%	Shares	Sole	2023-11-01
2023-06-30	$297,505	1,545	+1.8%	Shares	Sole	2023-08-08
2023-03-31	$294,765	1,518	+3.0%	Shares	Sole	2023-06-06
2022-12-31	$325,164	1,474	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.