BankPlus Trust Department

Position in CB — Chubb Ltd

CIK 2047270 JACKSON, MS

Position in CB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$273,614

+$11,893 QoQ

Shares Held

803

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,668

of 2,131 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BankPlus Trust Department holds $7,036,596 across 6 Insurance - Property & Casualty names. CB ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PGR	Progressive Corp/Oh/	24,881	$5,435,254
2	ALL	Allstate Corp	4,114	$978,885
3	TRV	Travelers Companies, Inc.	1,034	$341,344
4	CB	Chubb Ltd This page	803	$273,614
5	THG	Hanover Insurance Group, Inc.	28	$5,995
6	PRCH	Porch Group, Inc.	100	$1,504

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$273,614	803	0.0%	Shares	Sole	2026-07-28
2026-03-31	$261,721	803	0.0%	Shares	Sole	2026-05-11
2025-12-31	$250,632	803	-28.7%	Shares	Sole	2026-01-27
2025-09-30	$317,813	1,126	-12.6%	Shares	Sole	2025-10-17
2025-06-30	$373,449	1,289	+49.7%	Shares	Sole	2025-07-23
2025-03-31	$260,013	861	-25.3%	Shares	Sole	2025-05-01
2024-12-31	$318,297	1,152	—	Shares	Sole	2025-02-04
No filing history on record for this holder in this stock.