GC Wealth Management RIA, LLC

Position in CB — Chubb Ltd

CIK 2011169 Cambridge, MA

Position in CB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$6,791,288

-$656,864 QoQ

Shares Held

19,931

-12.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#511

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

GC Wealth Management RIA, LLC holds $11,716,578 across 5 Insurance - Property & Casualty names. CB ranks #1 (58.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	19,931	$6,791,288
2	PGR	Progressive Corp/Oh/	12,113	$2,646,084
3	TRV	Travelers Companies, Inc.	2,699	$890,993
4	ALL	Allstate Corp	3,188	$758,552
5	CINF	Cincinnati Financial Corp	3,401	$629,661

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,791,288	19,931	-12.8%	Shares	Sole	2026-07-16
2026-03-31	$7,448,152	22,852	-2.5%	Shares	Sole	2026-05-14
2025-12-31	$7,318,588	23,448	-13.7%	Shares	Sole	2026-01-30
2025-09-30	$7,665,627	27,159	+56.6%	Shares	Sole	2025-11-13
2025-06-30	$5,025,483	17,346	+52.2%	Shares	Sole	2025-07-17
2025-03-31	$3,441,176	11,395	+6.7%	Shares	Sole	2025-05-12
2024-12-31	$2,951,160	10,681	+329.5%	Shares	Sole	2025-02-07
2024-09-30	$717,225	2,487	-9.4%	Shares	Sole	2024-11-04
2024-06-30	$699,939	2,744	-3.9%	Shares	Sole	2024-07-31
2024-03-31	$739,557	2,854	-2.7%	Shares	Sole	2024-05-10
2023-12-31	$663,084	2,934	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.