Envestnet Portfolio Solutions, Inc.

Position in CB — Chubb Ltd

CIK 1998033 BERWYN, PA

Position in CB

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$3,568,570

+$125,772 QoQ

Shares Held

10,473

-0.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#681

of 2,130 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $27,514,503 across 11 Insurance - Property & Casualty names. CB ranks #2 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALL	Allstate Corp	57,528	$13,688,212
2	CB	Chubb Ltd This page	10,473	$3,568,570
3	PGR	Progressive Corp/Oh/	13,750	$3,003,687
4	TRV	Travelers Companies, Inc.	7,709	$2,544,895
5	ORI	Old Republic International Corp	30,620	$1,252,970
6	THG	Hanover Insurance Group, Inc.	5,638	$1,207,208
7	WRB	Berkley W R Corp	9,467	$667,707
8	HMN	Horace Mann Educators Corp /De/	11,088	$572,695

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,568,570	10,473	-0.9%	Shares	Sole	2026-07-20
2026-03-31	$3,442,798	10,563	-20.5%	Shares	Sole	2026-04-29
2025-12-31	$4,145,265	13,281	-0.3%	Shares	Sole	2026-02-06
2025-09-30	$3,760,699	13,324	-8.6%	Shares	Sole	2025-10-30
2025-06-30	$4,222,089	14,573	-7.5%	Shares	Sole	2025-07-25
2025-03-31	$4,759,060	15,759	-25.7%	Shares	Sole	2025-04-21
2024-12-31	$5,857,560	21,200	+14.7%	Shares	Sole	2025-02-10
2024-09-30	$5,331,177	18,486	+8.4%	Shares	Sole	2024-10-31
2024-06-30	$4,351,154	17,058	-4.3%	Shares	Sole	2024-07-16
2024-03-31	$4,617,955	17,821	-6.9%	Shares	Sole	2024-05-06
2023-12-31	$4,324,284	19,134	+5.0%	Shares	Sole	2024-02-07
2023-09-30	$3,794,080	18,225	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.