Ascentis Wealth Management, LLC

Position in CB — Chubb Ltd

CIK 2032602 DALLAS, TX

Position in CB

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

Position Value

$637,831

+$52,463 QoQ

Shares Held

1,872

+4.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,272

of 2,131 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,647,796 across 5 Insurance - Property & Casualty names. CB ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CB	Chubb Ltd This page	1,872	$637,831
2	PGR	Progressive Corp/Oh/	1,518	$331,585
3	CINF	Cincinnati Financial Corp	1,709	$316,395
4	WRB	Berkley W R Corp	4,458	$314,397
5	ALL	Allstate Corp	200	$47,588

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$637,831	1,872	+4.2%	Shares	Sole	2026-07-30
2026-03-31	$585,368	1,796	+99.8%	Shares	Sole	2026-04-28
2025-12-31	$280,587	899	-5.5%	Shares	Sole	2026-01-14
2025-09-30	$268,411	951	-8.2%	Shares	Sole	2025-10-24
2025-06-30	$300,138	1,036	-60.6%	Shares	Sole	2025-07-16
2025-03-31	$794,183	2,630	-15.8%	Shares	Sole	2025-04-21
2024-12-31	$863,404	3,125	+12.1%	Shares	Sole	2025-01-10
2024-09-30	$803,995	2,788	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.