Quotient Wealth Partners, LLC

Position in CB — Chubb Ltd

CIK 2004904 DALLAS, TX

Position in CB

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$535,984

+$74,468 QoQ

Shares Held

1,573

+11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,344

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

Quotient Wealth Partners, LLC holds $1,976,959 across 5 Insurance - Property & Casualty names. CB ranks #1 (27.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	1,573	$535,984
2	TRV	Travelers Companies, Inc.	1,584	$522,910
3	PGR	Progressive Corp/Oh/	1,795	$392,117
4	ALL	Allstate Corp	1,365	$324,788
5	MKL	Markel Group Inc.	103	$201,160

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,984	1,573	+11.1%	Shares	Sole	2026-08-03
2026-03-31	$461,516	1,416	-2.4%	Shares	Sole	2026-04-16
2025-12-31	$452,886	1,451	+3.9%	Shares	Sole	2026-01-22
2025-09-30	$394,303	1,397	-6.5%	Shares	Sole	2025-10-10
2025-06-30	$432,841	1,494	+5.1%	Shares	Sole	2025-07-29
2025-03-31	$429,127	1,421	+4.3%	Shares	Sole	2025-04-30
2024-12-31	$376,596	1,363	+16.9%	Shares	Sole	2025-01-28
2024-09-30	$336,262	1,166	+10.9%	Shares	Sole	2024-10-09
2024-06-30	$268,089	1,051	+4.1%	Shares	Sole	2024-07-24
2024-03-31	$261,721	1,010	+4.6%	Shares	Sole	2024-05-14
2023-12-31	$218,316	966	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.