Pathstone Holdings, LLC

Position in CB — Chubb Ltd

CIK 2011612 ENGLEWOOD, NJ

Position in CB

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$33,295,704

+$2,564,058 QoQ

Shares Held

102,156

+3.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 18.961196601276477.ToString("F0")% Shared 0.429734915227691.ToString("F0")% None 80.60906848349583.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $138,902,100 across 22 Insurance - Property & Casualty names. CB ranks #1 (24.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	102,156	$33,295,704
2	PGR	Progressive Corp/Oh/	159,360	$31,591,525
3	TRV	Travelers Companies, Inc.	49,009	$14,294,943
4	ALL	Allstate Corp	53,372	$11,066,148
5	MKL	Markel Group Inc.	3,969	$7,596,942
6	L	Loews Corp	64,063	$6,838,083
7	KNSL	Kinsale Capital Group, Inc.	13,695	$4,679,033
8	THG	Hanover Insurance Group, Inc.	25,904	$4,490,457

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$33,295,704	102,156	+3.8%	Shares	Defined	2026-05-11
2025-12-31	$30,731,646	98,461	-2.6%	Shares	Sole	2026-02-13
2025-09-30	$28,525,877	101,066	+0.7%	Shares	Sole	2025-11-13
2025-06-30	$29,083,251	100,384	-3.8%	Shares	Defined	2025-08-12
2025-03-31	$31,510,541	104,343	+1.8%	Shares	Defined	2025-05-15
2024-12-31	$28,315,222	102,480	-0.4%	Shares	Defined	2025-02-14
2024-09-30	$29,665,524	102,866	-0.3%	Shares	Sole	2024-11-07
2024-06-30	$26,312,776	103,155	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$27,000,567	104,197	+4.0%	Shares	Other	2024-05-13
2023-12-31	$22,642,036	100,186	—	Shares	Defined	2024-02-14
No filing history on record for this holder in this stock.