Mowery & Schoenfeld Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 2019946 LINCOLNSHIRE, IL

Position in CB

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$142,429

+$6,191 QoQ

Shares Held

418

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#1,862

of 2,131 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Financial Services · as of Jun 30, 2026

Mowery & Schoenfeld Wealth Management, LLC holds $735,850 across 6 Insurance - Property & Casualty names. CB ranks #3 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TRV	Travelers Companies, Inc.	790	$260,794
2	PGR	Progressive Corp/Oh/	930	$203,158
3	CB	Chubb Ltd This page	418	$142,429
4	ALL	Allstate Corp	520	$123,728
5	L	Loews Corp	27	$3,056
6	AIZ	Assurant, Inc.	10	$2,685

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$142,429	418	0.0%	Shares	Sole	2026-08-06
2026-03-31	$136,238	418	-24.1%	Shares	Sole	2026-05-01
2025-12-31	$171,978	551	+39.1%	Shares	Sole	2026-01-28
2025-09-30	$111,771	396	0.0%	Shares	Sole	2025-10-27
2025-06-30	$114,729	396	0.0%	Shares	Sole	2025-07-28
2025-03-31	$119,588	396	-2.0%	Shares	Sole	2025-05-05
2024-12-31	$111,625	404	+19.9%	Shares	Sole	2025-02-10
2024-09-30	$97,187	337	0.0%	Shares	Sole	2024-10-23
2024-06-30	$85,961	337	0.0%	Shares	Sole	2024-08-14
2024-03-31	$87,326	337	—	Shares	Sole	2024-05-14
No filing history on record for this holder in this stock.