Financial Perspectives, Inc

Position in CB — Chubb Ltd

CIK 2003287 MINNEAPOLIS, MN

Position in CB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$37,140

+$1,614 QoQ

Shares Held

109

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,975

of 2,131 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Financial Perspectives, Inc holds $274,096 across 5 Insurance - Property & Casualty names. CB ranks #3 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	480	$158,457
2	THG	Hanover Insurance Group, Inc.	200	$42,824
3	CB	Chubb Ltd This page	109	$37,140
4	ORI	Old Republic International Corp	616	$25,206
5	ALL	Allstate Corp	44	$10,469

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$37,140	109	0.0%	Shares	Sole	2026-07-24
2026-03-31	$35,526	109	0.0%	Shares	Sole	2026-05-11
2025-12-31	$34,021	109	0.0%	Shares	Sole	2026-01-28
2025-09-30	$30,765	109	+16.0%	Shares	Sole	2025-10-22
2025-06-30	$27,233	94	0.0%	Shares	Sole	2025-07-30
2025-03-31	$28,387	94	0.0%	Shares	Sole	2025-04-18
2024-12-31	$25,972	94	0.0%	Shares	Sole	2025-02-03
2024-09-30	$27,108	94	0.0%	Shares	Sole	2024-10-17
2024-06-30	$23,977	94	0.0%	Shares	Sole	2024-08-09
2024-03-31	$24,358	94	-2.1%	Shares	Sole	2024-04-19
2023-12-31	$21,696	96	+2.1%	Shares	Sole	2024-02-01
2023-09-30	$19,568	94	0.0%	Shares	Sole	2024-01-10
2023-06-30	$18,100	94	0.0%	Shares	Sole	2024-01-10
2023-03-31	$18,252	94	0.0%	Shares	Sole	2024-01-10
2022-12-31	$20,736	94	0.0%	Shares	Sole	2024-01-10
2022-09-30	$17,096	94	0.0%	Shares	Sole	2024-01-10
2022-06-30	$18,478	94	0.0%	Shares	Sole	2024-01-10
2022-03-31	$20,106	94	0.0%	Shares	Sole	2024-01-10
2021-12-31	$18,171	94	0.0%	Shares	Sole	2024-01-10
2021-09-30	$16,307	94	0.0%	Shares	Sole	2024-01-10
2021-06-30	$14,940	94	-99.4%	Shares	Sole	2024-01-10
2021-03-31	$94	14,849	+15696.8%	Shares	Sole	2024-01-10
2020-12-31	$14,468	94	0.0%	Shares	Sole	2024-01-10
2020-09-30	$10,915	94	0.0%	Shares	Sole	2024-01-10
2020-06-30	$11,902	94	0.0%	Shares	Sole	2024-01-10
2020-03-31	$10,498	94	—	Shares	Sole	2024-01-10
No filing history on record for this holder in this stock.