Compound Planning, Inc.

Position in CB — Chubb Ltd

CIK 1978879 NEW YORK, NY

Position in CB

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,837,610

+$139,842 QoQ

Shares Held

5,393

+3.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#884

of 2,131 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Compound Planning, Inc. holds $9,727,732 across 11 Insurance - Property & Casualty names. CB ranks #1 (18.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	5,393	$1,837,610
2	PGR	Progressive Corp/Oh/	7,240	$1,581,577
3	TRV	Travelers Companies, Inc.	4,564	$1,506,667
4	ALL	Allstate Corp	4,777	$1,136,639
5	MKL	Markel Group Inc.	412	$804,640
6	L	Loews Corp	6,825	$772,658
7	AIZ	Assurant, Inc.	2,114	$567,671
8	CINF	Cincinnati Financial Corp	2,473	$457,851

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,837,610	5,393	+3.5%	Shares	Sole	2026-08-04
2026-03-31	$1,697,768	5,209	+12.5%	Shares	Other	2026-05-14
2025-12-31	$1,445,427	4,631	+0.2%	Shares	Defined	2026-02-19
2025-09-30	$1,304,277	4,621	-18.3%	Shares	Sole	2025-11-10
2025-06-30	$1,638,656	5,656	+19.5%	Shares	Sole	2025-08-14
2025-03-31	$1,429,016	4,732	-1.0%	Shares	Sole	2025-05-14
2024-12-31	$1,320,161	4,778	+6.2%	Shares	Sole	2025-01-17
2024-09-30	$1,297,755	4,500	+6.8%	Shares	Sole	2024-10-08
2024-06-30	$1,075,162	4,215	+67.9%	Shares	Sole	2024-07-26
2024-03-31	$650,675	2,511	+13.3%	Shares	Sole	2024-05-07
2023-12-31	$501,042	2,217	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.