Concurrent Investment Advisors, LLC

Position in CB — Chubb Ltd

CIK 2001015 Tampa, FL

Position in CB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$24,727,842

+$1,483,493 QoQ

Shares Held

72,571

+1.8% QoQ

Ownership

0.019%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#277

of 2,131 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $42,908,894 across 17 Insurance - Property & Casualty names. CB ranks #1 (57.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	72,571	$24,727,842
2	ALL	Allstate Corp	21,821	$5,192,087
3	TRV	Travelers Companies, Inc.	7,889	$2,604,315
4	PGR	Progressive Corp/Oh/	9,740	$2,127,702
5	PRCH	Porch Group, Inc.	116,674	$1,754,776
6	WRB	Berkley W R Corp	19,709	$1,390,075
7	MKL	Markel Group Inc.	571	$1,115,167
8	CINF	Cincinnati Financial Corp	3,118	$577,265

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,727,842	72,571	+1.8%	Shares	Sole	2026-07-27
2026-03-31	$23,244,349	71,317	+5.1%	Shares	Sole	2026-04-21
2025-12-31	$21,176,092	67,846	+184.0%	Shares	Sole	2026-01-29
2025-09-30	$6,742,105	23,887	+23.6%	Shares	Sole	2025-10-27
2025-06-30	$5,598,259	19,323	+46.2%	Shares	Sole	2025-07-25
2025-03-31	$3,992,005	13,219	-20.8%	Shares	Sole	2025-04-29
2024-12-31	$4,613,933	16,699	+0.7%	Shares	Sole	2025-02-03
2024-09-30	$4,780,929	16,578	-1.7%	Shares	Sole	2024-10-30
2024-06-30	$4,302,434	16,867	+21.4%	Shares	Sole	2024-07-30
2024-03-31	$3,600,093	13,893	-12.0%	Shares	Sole	2024-05-07
2023-12-31	$3,567,636	15,786	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.