Annis Gardner Whiting Capital Advisors, LLC

Position in CB — Chubb Ltd

CIK 1998414 TAMPA, FL

Back to CB Full portfolio

Position in CB

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$292,695

+$35,863 QoQ

Shares Held

859

+9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,608

of 2,106 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CB Over Time

Shares Held

Position Value (USD)

Position in Insurance - Property & Casualty

Financial Services · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $10,640,298 across 7 Insurance - Property & Casualty names. CB ranks #6 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HRTG	Heritage Insurance Holdings, Inc.	142,979	$3,728,892
2	PGR	Progressive Corp/Oh/	13,772	$3,008,493
3	ALL	Allstate Corp	6,303	$1,499,735
4	MKL	Markel Group Inc.	690	$1,347,576
5	WTM	White Mountains Insurance Group Ltd	228	$472,732
6	CB	Chubb Ltd This page	859	$292,695
7	TRV	Travelers Companies, Inc.	879	$290,175

All Filings in CB

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12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$292,695	859	+9.0%	Shares	Sole	2026-08-10
2026-03-31	$256,832	788	+2.2%	Shares	Sole	2026-05-06
2025-12-31	$240,644	771	+15.1%	Shares	Sole	2026-02-09
2025-09-30	$189,107	670	-1.2%	Shares	Sole	2025-11-03
2025-06-30	$196,430	678	+29.9%	Shares	Sole	2025-08-11
2025-03-31	$157,638	522	-0.9%	Shares	Sole	2025-05-09
2024-12-31	$145,610	527	+15.3%	Shares	Sole	2025-02-12
2024-09-30	$131,794	457	-9.0%	Shares	Sole	2024-11-14
2024-06-30	$128,050	502	+1.4%	Shares	Sole	2024-08-12
2024-03-31	$128,269	495	+13.3%	Shares	Sole	2024-05-13
2023-12-31	$98,762	437	0.0%	Shares	Sole	2024-02-09
2023-09-30	$90,974	437	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.