Empire Financial Management Company, LLC

Position in CB — Chubb Ltd

CIK 1971875 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,772,260

-$1,459,289 QoQ

Shares Held

8,136

-37.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.76%

of 13F equity value

Holder Rank

#754

of 2,131 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Empire Financial Management Company, LLC holds $8,567,104 across 3 Insurance - Property & Casualty names. CB ranks #2 (32.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	12,433	$4,104,381
2	CB	Chubb Ltd This page	8,136	$2,772,260
3	WRB	Berkley W R Corp	23,968	$1,690,463

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,772,260	8,136	-37.3%	Shares	Sole	2026-08-14
2026-03-31	$4,231,549	12,983	+2.8%	Shares	Sole	2026-05-18
2025-12-31	$3,942,075	12,630	+0.3%	Shares	Sole	2026-02-12
2025-09-30	$3,553,809	12,591	+127.2%	Shares	Sole	2025-11-14
2025-06-30	$1,605,917	5,543	0.0%	Shares	Sole	2025-08-13
2025-03-31	$1,673,930	5,543	-40.0%	Shares	Sole	2025-05-14
2024-12-31	$2,553,840	9,243	+238.0%	Shares	Sole	2025-02-14
2024-09-30	$788,746	2,735	0.0%	Shares	Sole	2024-11-18
2024-06-30	$697,643	2,735	+3.8%	Shares	Sole	2024-08-13
2024-03-31	$682,807	2,635	+10.0%	Shares	Sole	2024-05-14
2023-12-31	$541,270	2,395	0.0%	Shares	Sole	2024-02-15
2023-09-30	$498,591	2,395	+7.9%	Shares	Sole	2023-11-13
2023-06-30	$427,483	2,220	+1.3%	Shares	Sole	2023-07-27
2023-03-31	$425,642	2,192	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.