Portside Wealth Group, LLC

Position in CB — Chubb Ltd

CIK 1978608 Provo, UT

Position in CB

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

Position Value

$421,154

+$15,047 QoQ

Shares Held

1,236

-0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,447

of 2,131 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Portside Wealth Group, LLC holds $1,636,852 across 5 Insurance - Property & Casualty names. CB ranks #2 (25.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	1,810	$430,670
2	CB	Chubb Ltd This page	1,236	$421,154
3	TRV	Travelers Companies, Inc.	860	$283,902
4	KNSL	Kinsale Capital Group, Inc.	820	$270,443
5	PGR	Progressive Corp/Oh/	1,056	$230,683

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$421,154	1,236	-0.8%	Shares	Other	2026-07-14
2026-03-31	$406,107	1,246	+4.2%	Shares	Sole	2026-05-12
2025-12-31	$373,295	1,196	+6.9%	Shares	Other	2026-01-21
2025-09-30	$315,837	1,119	-13.6%	Shares	Other	2025-11-05
2025-06-30	$375,186	1,295	+13.0%	Shares	Other	2025-08-11
2025-03-31	$346,080	1,146	+18.9%	Shares	Sole	2025-04-14
2024-12-31	$266,353	964	—	Shares	Other	2025-04-14
No filing history on record for this holder in this stock.